Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$340K Sell
2022
Q4
$433K Buy
2022
Q3
Sell
2022
Q2
$1.68M Buy
2022
Q1
$1.02M Hold
2021
Q4
$1.5M Buy