Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$580K Buy
2023
Q2
$489K Buy
2023
Q1
$543K Buy
2022
Q4
$409K Buy
2022
Q3
$326K Sell
2022
Q2
$338K Buy
2022
Q1
$346K Buy