Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$358K Sell
2023
Q2
$671K Buy
2023
Q1
Sell
2022
Q4
$1.11M Sell
2022
Q3
$1.99M Buy
2022
Q2
$1.34M Buy
2022
Q1
$561K Buy
2021
Q4
$595K Buy