Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$230K Hold
2023
Q2
$216K Sell
2023
Q1
$2.57M Hold
2022
Q4
$2M Buy
2022
Q3
$2.01M Sell
2022
Q2
$2.07M Buy