Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2M Sell
2023
Q3
$2.55M Buy
2023
Q2
$2.38M Hold
2023
Q1
$2.27M Sell
2022
Q4
$2.25M Buy
2022
Q3
$1.91M Hold
2022
Q2
$2M Hold
2022
Q1
$2.11M Buy