Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.23M Hold
2023
Q3
$1.05M Hold
2023
Q2
$1M Sell
2023
Q1
$1.31M Sell
2022
Q4
$1.44M Hold
2022
Q3
$1.21M Sell
2022
Q2
$1.67M Buy
2021
Q4
$1.58M Buy
2021
Q1
$1.53M Buy