Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$621K Hold
2023
Q3
$490K Hold
2023
Q2
$518K Hold
2023
Q1
$426K Sell
2022
Q4
$969K Hold
2022
Q3
$777K Buy
2022
Q2
$819K Buy
2022
Q1
$391K Buy