Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$433K Sell
2023
Q1
$497K Sell
2022
Q4
$647K Buy
2022
Q3
$486K Hold
2022
Q2
$452K Hold
2022
Q1
$553K Hold
2021
Q4
$522K Buy