Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$140K Sell
2022
Q3
$171K Sell
2022
Q2
$189K Buy
2022
Q1
Sell
2021
Q4
$159K Sell
2021
Q3
$417K Buy