Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$125K Sell
2023
Q2
$144K Sell
2023
Q1
$263K Hold
2022
Q4
$244K Sell
2022
Q3
$401K Hold
2022
Q2
$553K Sell
2022
Q1
$892K Hold
2021
Q4
$892K Sell
2021
Q3
$1.04M Hold
2021
Q2
$1.55M Buy