Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$261K Sell
2023
Q2
$322K Buy
2022
Q3
Sell
2022
Q2
$1.32M Buy
2021
Q4
Sell
2021
Q3
$237K Buy
2021
Q2
$293K Hold
2021
Q1
$312K Buy