Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$272K Hold
2023
Q2
$289K Hold
2023
Q1
$349K Hold
2022
Q4
$334K Hold
2022
Q3
$278K Buy
2022
Q2
$419K Sell
2022
Q1
$419K Sell
2021
Q4
$445K Buy