Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$584K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$1.38M Buy
2021
Q4
$1.32M Sell
2021
Q3
$2.03M Sell
2021
Q2
$2.19M Buy
2021
Q1
$2M Sell
2020
Q4
$3.44M Buy