Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$667K Sell
2023
Q3
$621K Buy
2023
Q2
$656K Sell
2023
Q1
$629K Buy
2022
Q4
$288K Buy
2022
Q3
$264K Buy
2022
Q2
$318K Buy