Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$205K Buy
2022
Q1
Sell
2021
Q4
$355K Hold
2021
Q3
$405K Hold
2021
Q2
$597K Hold
2021
Q1
$674K Hold
2020
Q4
$875K Sell
2020
Q3
$1.06M Hold
2020
Q2
$881K Buy