Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$616K Sell
2023
Q3
$619K Sell
2023
Q2
$959K Sell
2023
Q1
$905K Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.15M Buy
2022
Q2
$1.35M Sell
2022
Q1
$4.62M Sell
2021
Q4
$5.79M Sell
2021
Q3
$5.63M Buy
2021
Q2
$1.29M Sell
2021
Q1
$3.52M Sell
2020
Q4
$3.75M Buy