Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$565K Hold
2023
Q3
$579K Hold
2023
Q2
$673K Sell
2023
Q1
$748K Sell
2022
Q4
$1.04M Buy
2022
Q3
$951K Sell
2022
Q2
$1.02M Buy
2022
Q1
$839K Buy