Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$557K Sell
2023
Q2
$2.24M Buy
2023
Q1
Sell
2022
Q4
$1.72M Buy
2022
Q3
$1.1M Buy
2022
Q2
$362K Buy
2022
Q1
Sell
2021
Q4
$916K Buy
2021
Q3
Sell
2021
Q2
$501K Sell
2021
Q1
$3.97M Buy
2020
Q4
Sell
2020
Q3
$859K Buy