Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$895K Hold
2023
Q3
$1.33M Hold
2023
Q2
$1.58M Hold
2023
Q1
$1.43M Hold
2022
Q4
$918K Hold
2022
Q3
$1.22M Hold
2022
Q2
$1.83M Sell
2022
Q1
$3.64M Sell
2021
Q4
$4.29M Sell
2021
Q3
$5.65M Buy