Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$317K Sell
2023
Q2
$344K Buy
2023
Q1
$332K Sell
2022
Q4
$232K Sell
2022
Q3
$327K Hold
2022
Q2
$278K Sell
2022
Q1
$545K Buy
2021
Q4
$466K Buy
2021
Q3
$456K Sell
2021
Q2
$433K Sell
2021
Q1
$538K Buy