Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$709K Sell
2023
Q3
$738K Buy
2023
Q2
$747K Hold
2023
Q1
$592K Buy
2022
Q4
$342K Hold
2022
Q3
$736K Hold
2022
Q2
$623K Hold
2022
Q1
$997K Buy