Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$424K Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.68M Sell
2022
Q4
$1.66M Hold
2022
Q3
$1.28M Hold
2022
Q2
$1.57M Sell
2022
Q1
$1.92M Hold
2021
Q4
$1.51M Buy
2021
Q3
$1.23M Sell
2021
Q2
$1.78M Buy
2021
Q1
$1.73M Buy