Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$302K Hold
2022
Q4
$311K Hold
2022
Q3
$293K Sell
2022
Q2
$334K Hold
2022
Q1
$350K Sell
2021
Q4
$352K Buy