Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$328K Sell
2023
Q1
$453K Sell
2022
Q4
$655K Sell
2022
Q3
$608K Hold
2022
Q2
$444K Buy
2022
Q1
$499K Buy
2021
Q4
$553K Sell
2021
Q3
$532K Sell
2021
Q2
$619K Buy