Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$334K Hold
2023
Q2
$410K Buy
2023
Q1
$300K Hold
2022
Q4
$336K Hold
2022
Q3
$274K Hold
2022
Q2
$211K Buy
2022
Q1
$89K Sell
2021
Q4
$1M Sell
2021
Q3
$1.91M Buy
2021
Q2
$824K Buy