Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$680K Sell
2023
Q3
$387K Sell
2023
Q2
$343K Sell
2023
Q1
$295K Sell
2022
Q4
$345K Sell
2022
Q3
$680K Sell
2022
Q2
$801K Buy
2022
Q1
$1.75M Buy
2021
Q4
$2.4M Buy
2021
Q3
$1.69M Buy
2021
Q2
$930K Sell
2021
Q1
$1.42M Buy