Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$533K Hold
2023
Q3
$446K Sell
2023
Q2
$575K Hold
2023
Q1
$530K Sell
2022
Q4
$531K Sell
2022
Q3
$961K Sell
2022
Q2
$1.29M Sell
2022
Q1
$2.33M Buy
2021
Q4
$1.84M Buy