Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$665K Sell
2023
Q3
$590K Sell
2023
Q2
$874K Sell
2023
Q1
$821K Buy
2022
Q4
$758K Buy
2019
Q2
Sell
2019
Q1
$140K Buy