Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1M Hold
2023
Q3
$884K Hold
2023
Q2
$875K Hold
2023
Q1
$846K Sell
2022
Q4
$1.22M Hold
2022
Q3
$1.24M Buy
2022
Q2
$1.43M Buy
2022
Q1
$958K Buy