Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$464K Buy
2022
Q4
$426K Sell
2022
Q3
$401K Sell
2022
Q2
$548K Sell
2022
Q1
$624K Hold
2021
Q4
$634K Hold
2021
Q3
$568K Buy