Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$462K Sell
2023
Q2
$490K Hold
2023
Q1
$388K Buy
2022
Q4
$229K Hold
2022
Q3
$493K Sell
2022
Q2
$515K Hold
2022
Q1
$824K Hold
2021
Q4
$808K Buy