Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$403K Sell
2023
Q2
$721K Buy
2023
Q1
$751K Sell
2022
Q4
$890K Sell
2022
Q3
$1.02M Sell
2022
Q2
$2.1M Sell
2022
Q1
$2.43M Sell
2021
Q4
$3.43M Buy
2021
Q3
$1.5M Buy
2021
Q2
$1.48M Buy
2021
Q1
$1.2M Buy
2020
Q4
$1.08M Buy