Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$775K Buy
2023
Q2
$753K Buy
2022
Q4
Sell
2022
Q3
$335K Buy
2022
Q2
$318K Buy
2022
Q1
Sell
2021
Q4
$669K Buy
2021
Q3
Sell
2021
Q2
$395K Sell
2021
Q1
$798K Buy