Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$356K Sell
2023
Q2
$669K Hold
2023
Q1
$653K Hold
2022
Q4
$529K Hold
2022
Q3
$515K Hold
2022
Q2
$748K Hold
2022
Q1
$991K Hold
2021
Q4
$1.03M Buy