Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$257K Sell
2023
Q1
$285K Buy
2022
Q1
Sell
2021
Q4
$237K Sell
2021
Q3
$263K Sell
2021
Q2
$384K Buy