Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$219K Buy
2023
Q2
$239K Sell
2023
Q1
$236K Sell
2022
Q4
$247K Sell
2022
Q3
$253K Buy
2022
Q2
$252K Sell
2022
Q1
$241K Sell
2021
Q4
$274K Buy