Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$381K Hold
2023
Q2
$398K Sell
2023
Q1
$350K Hold
2022
Q4
$208K Buy
2022
Q3
$346K Buy
2022
Q2
$271K Sell
2022
Q1
$440K Hold
2021
Q4
$431K Buy
2021
Q3
$297K Sell
2021
Q2
$351K Hold
2021
Q1
$351K Buy