Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$292K Buy
2023
Q1
Sell
2022
Q4
$563K Sell
2022
Q3
$562K Sell
2022
Q2
$750K Hold
2022
Q1
$795K Buy
2021
Q3
Sell
2021
Q2
$214K Buy
2021
Q1
$203K Hold
2020
Q4
$201K Buy
2020
Q2
Sell
2020
Q1
$300K Buy