Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$865K Buy
2023
Q1
Sell
2022
Q4
$218K Hold
2022
Q3
$244K Hold
2022
Q2
$410K Hold
2022
Q1
$1.14M Buy