Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$62.4K Sell
2023
Q1
$74.8K Sell
2022
Q4
$150K Sell
2022
Q3
$583K Buy
2022
Q2
$807K Buy
2022
Q1
$609K Buy