Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$852K Buy
2023
Q2
$897K Buy
2023
Q1
$960K Buy
2022
Q4
$1.16M Sell
2022
Q3
$1.1M Sell
2022
Q2
$1.52M Buy
2022
Q1
$291K Sell
2021
Q4
$334K Buy
2021
Q3
$242K Buy
2021
Q2
$219K Sell
2021
Q1
$512K Buy