Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$560K Sell
2023
Q2
$1.34M Sell
2023
Q1
$1.89M Hold
2022
Q4
$1.73M Hold
2022
Q3
$1.52M Hold
2022
Q2
$1.53M Hold
2022
Q1
$1.74M Sell
2021
Q4
$2.27M Buy
2021
Q3
$1.71M Sell
2021
Q2
$1.99M Hold
2021
Q1
$1.89M Buy