Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$22.7K Sell
2023
Q1
$23.3K Sell
2022
Q4
$94K Sell
2022
Q3
$505K Sell
2022
Q2
$1.48M Sell
2022
Q1
$4.77M Hold
2021
Q4
$2.86M Buy
2021
Q3
$5.87M Buy
2021
Q2
$148K Hold
2021
Q1
$147K Buy