Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$897K Buy
2023
Q2
$866K Buy
2023
Q1
$670K Buy
2022
Q4
$588K Buy
2022
Q3
$413K Sell
2022
Q2
$481K Buy
2022
Q1
$467K Buy