Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$390K Sell
2022
Q4
$243K Sell
2022
Q3
$527K Buy
2022
Q2
$439K Buy
2022
Q1
$638K Buy
2021
Q4
$536K Sell
2021
Q3
$406K Hold
2021
Q2
$356K Buy
2021
Q1
$277K Buy