Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$239K Sell
2023
Q1
$266K Buy
2022
Q1
Sell
2021
Q4
$479K Sell
2021
Q3
$648K Sell
2021
Q2
$599K Buy
2021
Q1
$559K Buy