Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$212K Sell
2023
Q1
$210K Buy
2022
Q2
Sell
2022
Q1
$273K Buy
2021
Q4
$238K Hold
2021
Q3
$240K Buy