Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$65K Sell
2023
Q2
$150K Buy
2022
Q4
$344K Sell
2022
Q3
$1.12M Sell
2022
Q2
$1.51M Sell
2022
Q1
$2.56M Hold
2021
Q4
$2.67M Hold
2021
Q3
$4.44M Buy
2021
Q2
$6.18M Buy
2021
Q1
$2.56M Sell
2020
Q4
$2.37M Buy