Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$292K Buy
2022
Q4
$314K Hold
2022
Q3
$280K Sell
2022
Q2
$533K Buy
2022
Q1
$465K Sell
2021
Q4
$1.15M Buy
2021
Q3
$1.04M Sell
2021
Q2
$1.93M Sell
2021
Q1
$2.25M Buy