Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$559K Hold
2023
Q2
$574K Hold
2023
Q1
$454K Sell
2022
Q4
$375K Hold
2022
Q3
$504K Buy
2022
Q2
$802K Sell
2022
Q1
$802K Hold
2021
Q4
$820K Buy