Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$290K Buy
2023
Q3
$247K Sell
2023
Q2
$298K Sell
2023
Q1
$285K Sell
2022
Q4
$274K Buy
2022
Q3
$241K Sell
2022
Q2
$359K Sell
2022
Q1
$406K Buy