Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$243K Sell
2022
Q3
$537K Sell
2022
Q2
$480K Buy
2022
Q1
Sell
2021
Q4
$14K Sell
2021
Q3
$49K Buy
2021
Q2
$56K Buy