Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$409K Hold
2023
Q2
$295K Hold
2023
Q1
$217K Hold
2022
Q4
$186K Hold
2022
Q3
$361K Hold
2022
Q2
$347K Hold
2022
Q1
$890K Hold
2021
Q4
$1.94M Buy