Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$433K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$1.69M Hold
2021
Q4
$1.51M Sell
2021
Q3
$1.62M Sell
2021
Q2
$1.74M Buy
2021
Q1
Sell
2020
Q4
$780K Buy