Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$729K Hold
2023
Q2
$864K Hold
2023
Q1
$730K Hold
2022
Q4
$673K Hold
2022
Q3
$600K Sell
2022
Q2
$1.31M Hold
2022
Q1
$1.78M Sell
2021
Q4
$2.39M Buy