Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$718K Sell
2023
Q3
$698K Buy
2023
Q2
$429K Hold
2023
Q1
$508K Sell
2022
Q4
$963K Sell
2022
Q3
$824K Sell
2022
Q2
$1.02M Buy
2022
Q1
$419K Buy