Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$277K Sell
2023
Q3
$261K Sell
2023
Q2
$334K Sell
2023
Q1
$369K Sell
2022
Q4
$436K Sell
2022
Q3
$654K Sell
2022
Q2
$1.06M Buy
2022
Q1
$1.44M Sell
2021
Q4
$2.45M Buy
2021
Q3
$1.53M Buy
2021
Q2
$1.23M Sell
2021
Q1
$1.02M Buy