Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$426K Buy
2023
Q3
$357K Sell
2023
Q2
$510K Sell
2023
Q1
$500K Sell
2022
Q4
$823K Sell
2022
Q3
$1.07M Sell
2022
Q2
$1.03M Sell
2022
Q1
$1.33M Sell
2021
Q4
$1.87M Buy