Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$77K Buy
2023
Q2
$18K Hold
2023
Q1
$14K Sell
2022
Q4
$46K Buy
2022
Q3
$26K Hold
2022
Q2
$35K Sell
2022
Q1
$72K Sell
2021
Q4
$143K Sell
2021
Q3
$288K Sell
2021
Q2
$325K Sell
2021
Q1
$363K Sell
2020
Q4
$1.58M Buy
2020
Q3
$1.21M Sell
2020
Q2
$1.97M Buy