Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$442K Hold
2023
Q2
$567K Hold
2023
Q1
$592K Hold
2022
Q4
$561K Hold
2022
Q3
$446K Hold
2022
Q2
$580K Hold
2022
Q1
$687K Hold
2021
Q4
$1.15M Sell
2021
Q3
$6.42M Sell
2021
Q2
$15.1M Buy