Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$575K Buy
2023
Q2
$377K Sell
2023
Q1
$229K Hold
2022
Q4
$265K Buy
2022
Q3
$218K Buy
2022
Q2
$206K Buy
2022
Q1
$205K Buy
2021
Q4
$230K Buy