Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$508K Hold
2023
Q2
$521K Hold
2023
Q1
$413K Hold
2022
Q4
$336K Sell
2022
Q3
$791K Hold
2022
Q2
$743K Hold
2022
Q1
$1.14M Buy
2021
Q4
$1.12M Buy