Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$239K Sell
2023
Q2
$693K Sell
2023
Q1
$782K Sell
2022
Q4
$918K Sell
2022
Q3
$722K Sell
2022
Q2
$780K Sell
2022
Q1
$1.18M Buy
2021
Q4
$1.06M Sell
2021
Q3
$955K Buy
2021
Q2
$1M Buy
2021
Q1
$628K Buy
2020
Q4
$321K Buy