Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$202K Buy
2022
Q4
Sell
2022
Q3
$336K Sell
2022
Q2
$347K Buy
2022
Q1
$584K Buy
2021
Q4
$293K Buy