Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$493K Hold
2023
Q1
$493K Buy
2022
Q4
$453K Sell
2022
Q3
$794K Buy
2022
Q2
$530K Buy
2022
Q1
$954K Hold
2021
Q4
$873K Buy
2021
Q3
$1.02M Buy
2021
Q2
$1.1M Buy