Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$249K Buy
2023
Q2
$259K Sell
2023
Q1
$779K Buy
2022
Q4
$665K Buy
2022
Q3
$368K Buy
2022
Q2
$401K Buy
2021
Q2
$1.27M Buy
2021
Q1
$551K Buy
2020
Q4
$276K Buy