Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$227K Buy
2022
Q4
Sell
2022
Q3
$209K Hold
2022
Q2
$304K Buy
2022
Q1
$358K Sell
2021
Q4
$443K Hold
2021
Q3
$443K Sell
2021
Q2
$481K Sell
2021
Q1
$647K Sell
2020
Q4
$567K Buy
2020
Q2
$1.25M Sell
2020
Q1
$1.21M Buy
2019
Q4
$1.3M Buy