Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$224K Hold
2023
Q2
$275K Sell
2023
Q1
$1.62M Hold
2022
Q4
$1.3M Sell
2022
Q3
$1.02M Sell
2022
Q2
$1.18M Buy
2022
Q1
$943K Buy