Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$336K Buy
2023
Q2
$311K Buy
2023
Q1
$292K Buy
2022
Q4
$248K Buy
2022
Q3
Sell
2022
Q2
$236K Buy
2022
Q1
$304K Buy