Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$238K Hold
2023
Q1
$243K Hold
2022
Q4
$221K Hold
2022
Q3
$211K Hold
2022
Q2
$205K Hold
2022
Q1
$207K Buy