Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$136K Hold
2023
Q3
$144K Hold
2023
Q2
$154K Hold
2023
Q1
$195K Hold
2022
Q4
$161K Sell
2022
Q3
$248K Hold
2022
Q2
$310K Buy