Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$203K Sell
2022
Q4
$470K Buy
2022
Q3
Sell
2022
Q2
$453K Buy
2022
Q1
$301K Buy
2021
Q3
Sell
2021
Q2
$4.08M Buy