Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$225K Sell
2023
Q2
$296K Hold
2023
Q1
$235K Sell
2022
Q4
$2.42M Buy
2022
Q3
$344K Hold
2022
Q2
$291K Hold
2022
Q1
$466K Sell
2021
Q4
$8.05M Buy
2021
Q3
$335K Hold
2021
Q2
$294K Sell
2021
Q1
$464K Buy