Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$264 Sell
2022
Q3
$430K Hold
2022
Q2
$390K Buy
2022
Q1
Sell
2021
Q4
$1.32M Buy
2021
Q3
$213K Sell
2021
Q2
$2.88M Buy
2021
Q1
$2.67M Buy
2020
Q4
$724K Buy