Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$159K Hold
2023
Q3
$122K Hold
2023
Q2
$100K Hold
2023
Q1
$121K Hold
2022
Q4
$112K Hold
2022
Q3
$146K Hold
2022
Q2
$222K Sell
2022
Q1
$251K Buy