Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$739K Buy
2023
Q2
$719K Buy
2023
Q1
$702K Buy
2022
Q4
$730K Buy
2022
Q3
$588K Sell
2022
Q2
$744K Buy
2022
Q1
$720K Buy