Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$668K Sell
2023
Q2
$1.87M Sell
2023
Q1
$1.57M Buy
2022
Q4
$1.03M Sell
2022
Q3
$942K Sell
2022
Q2
$1M Sell
2022
Q1
$1.41M Buy
2021
Q4
$1.57M Buy