Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$275K Buy
2023
Q2
$230K Sell
2023
Q1
$275K Buy
2022
Q4
$263K Sell
2022
Q3
$296K Hold
2022
Q2
$286K Sell
2022
Q1
$266K Sell
2021
Q4
$371K Buy