Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$336K Hold
2023
Q3
$213K Hold
2023
Q2
$296K Hold
2023
Q1
$331K Sell
2022
Q4
$281K Sell
2022
Q3
$360K Buy
2022
Q2
$327K Buy
2022
Q1
$343K Buy
2021
Q4
$745K Buy
2021
Q3
$294K Sell
2021
Q2
$377K Buy