Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$335K Hold
2023
Q2
$392K Hold
2023
Q1
$505K Hold
2022
Q4
$645K Hold
2022
Q3
$578K Sell
2022
Q2
$1.48M Hold
2022
Q1
$1.33M Hold
2021
Q4
$1.61M Buy