Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$277K Hold
2023
Q1
$216K Sell
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$241K Sell
2022
Q1
$296K Hold
2021
Q4
$312K Buy
2021
Q3
$279K Hold
2021
Q2
$249K Buy