Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$846K Hold
2022
Q3
$959K Buy
2022
Q2
$114K Buy
2022
Q1
$123K Hold
2021
Q4
$204K Hold
2021
Q3
$193K Hold
2021
Q2
$290K Buy
2021
Q1
$325K Buy