Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$362K Buy
2023
Q2
$239K Buy
2023
Q1
$206K Sell
2022
Q4
$143K Hold
2022
Q3
$93K Buy
2022
Q2
$32K Hold
2022
Q1
$48K Buy