Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$288K Buy
2023
Q3
$257K Buy
2023
Q2
$229K Buy
2023
Q1
Sell
2022
Q4
$200K Buy
2020
Q2
$222K Sell
2020
Q1
$258K Buy
2019
Q4
$359K Buy