Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$272K Hold
2023
Q3
$245K Hold
2023
Q2
$208K Hold
2023
Q1
$259K Hold
2022
Q4
$205K Buy
2022
Q3
Sell
2022
Q2
$265K Buy
2022
Q1
Sell
2021
Q4
$740K Buy