Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$387K Buy
2023
Q2
$322K Buy
2023
Q1
$320K Buy
2022
Q4
$266K Buy
2022
Q3
$203K Sell
2022
Q2
$215K Buy
2022
Q1
$206K Buy