Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$296K Hold
2023
Q2
$278K Hold
2023
Q1
$265K Sell
2022
Q4
$319K Hold
2022
Q3
$279K Sell
2022
Q2
$335K Hold
2022
Q1
$335K Buy