Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$298K Sell
2022
Q4
$477K Sell
2022
Q3
$336K Sell
2022
Q2
$467K Sell
2022
Q1
$310K Buy
2021
Q4
$238K Sell
2021
Q3
$236K Sell
2021
Q2
$295K Sell
2021
Q1
$314K Buy