Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$225K Buy
2023
Q1
Sell
2022
Q4
$284K Sell
2022
Q3
$307K Hold
2022
Q2
$315K Sell
2022
Q1
$740K Sell
2021
Q4
$934K Buy