Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$433K Sell
2023
Q2
$557K Buy
2023
Q1
$502K Sell
2022
Q4
$525K Sell
2022
Q3
$850K Hold
2022
Q2
$1.05M Buy
2022
Q1
$1.25M Sell
2021
Q4
$2.49M Buy