Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$663K Sell
2023
Q2
$704K Sell
2023
Q1
$587K Sell
2022
Q4
$1.75M Sell
2022
Q3
$3.85M Sell
2022
Q2
$4.71M Sell
2022
Q1
$4.74M Buy
2021
Q4
$5.65M Buy