Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$222K Hold
2023
Q2
$232K Buy
2022
Q4
Sell
2022
Q3
$216K Buy
2022
Q2
Sell
2022
Q1
$293K Hold
2021
Q4
$182K Buy