Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$4.14M Sell
2023
Q3
$4.34M Buy
2023
Q2
$1.84M Buy
2023
Q1
$1M Hold
2022
Q4
$1.02M Buy
2022
Q3
$257K Buy
2022
Q2
$194K Buy
2022
Q1
$267K Buy