Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$235K Sell
2023
Q3
$262K Buy
2023
Q2
$278K Hold
2023
Q1
$254K Buy
2022
Q4
$228K Hold
2022
Q3
$204K Hold
2022
Q2
$205K Hold
2022
Q1
$248K Sell
2021
Q4
$259K Buy