Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$50.7K Sell
2023
Q1
$213K Sell
2022
Q4
$452K Buy
2022
Q3
$207K Sell
2022
Q2
$1.21M Sell
2022
Q1
$2.38M Buy
2021
Q4
$107K Sell
2021
Q3
$268K Hold
2021
Q2
$283K Buy