Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$193K Hold
2023
Q2
$493K Hold
2023
Q1
$258K Buy
2022
Q4
$389K Buy
2022
Q3
$369K Buy
2022
Q2
$241K Hold
2022
Q1
$474K Buy