Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$507K Sell
2023
Q3
$526K Sell
2023
Q2
$537K Buy
2023
Q1
$306K Hold
2022
Q4
$303K Sell
2022
Q3
$273K Buy
2022
Q2
$281K Buy
2022
Q1
$292K Buy