Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$430K Sell
2023
Q3
$401K Sell
2023
Q2
$562K Sell
2023
Q1
$654K Sell
2022
Q4
$625K Sell
2022
Q3
$613K Sell
2022
Q2
$841K Sell
2022
Q1
$1.09M Buy
2021
Q4
$1.37M Buy
2021
Q3
$1.18M Buy