Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$177K Buy
2022
Q3
Sell
2022
Q2
$296K Hold
2022
Q1
$490K Hold
2021
Q4
$771K Hold
2021
Q3
$1.31M Buy
2021
Q2
$2.46M Buy
2021
Q1
$2.74M Sell
2020
Q4
$8.31M Buy