Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$400K Sell
2023
Q2
$716K Sell
2023
Q1
$1.4M Sell
2022
Q4
$1.6M Hold
2022
Q3
$1.43M Sell
2022
Q2
$1.54M Hold
2022
Q1
$1.86M Buy
2021
Q4
$1.26M Sell
2021
Q3
$1.82M Buy
2021
Q2
$1.07M Hold
2021
Q1
$1.03M Buy
2020
Q4
$518K Hold
2020
Q3
$505K Buy