Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$288K Sell
2023
Q2
$322K Sell
2023
Q1
$352K Sell
2022
Q4
$371K Buy
2022
Q3
$352K Buy
2022
Q2
$211K Buy
2022
Q1
$240K Buy
2021
Q4
$236K Buy