Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$416K Sell
2023
Q2
$406K Sell
2023
Q1
$387K Sell
2022
Q4
$383K Sell
2022
Q3
$360K Sell
2022
Q2
$477K Buy
2022
Q1
$481K Buy