Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$650K Sell
2023
Q3
$597K Buy
2023
Q2
$429K Buy
2023
Q1
$340K Sell
2022
Q4
$395K Buy
2022
Q3
$285K Buy
2022
Q2
$226K Sell
2022
Q1
$280K Buy
2021
Q4
$318K Buy
2021
Q3
$265K Sell
2021
Q2
$275K Sell
2021
Q1
$266K Hold
2020
Q4
$231K Buy