Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$279K Buy
2023
Q2
$141K Buy
2022
Q4
Sell
2022
Q3
$299K Buy
2022
Q2
$1K Buy
2022
Q1
$1K Buy
2020
Q4
Sell
2020
Q3
$391K Sell
2020
Q2
$780K Buy
2020
Q1
$91K Buy