Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$231K Sell
2022
Q4
$251K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$292K Sell
2021
Q4
$364K Buy