Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$962K Buy
2023
Q2
Sell
2023
Q1
$152K Sell
2022
Q4
$495K Sell
2022
Q3
$503K Buy
2022
Q2
Sell
2022
Q1
$367K Sell
2021
Q4
$380K Sell
2021
Q3
$461K Buy
2021
Q2
$380K Buy
2021
Q1
Sell
2020
Q4
$402K Buy