Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$701K Hold
2023
Q2
$763K Hold
2023
Q1
$820K Sell
2022
Q4
$1.8M Buy
2022
Q3
$1.6M Sell
2022
Q2
$1.07M Hold
2022
Q1
$1.34M Buy
2021
Q4
$2.25M Buy