Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$559K Sell
2023
Q3
$516K Buy
2023
Q2
$520K Buy
2022
Q2
Sell
2022
Q1
$375K Sell
2021
Q4
$377K Buy
2021
Q2
$559K Buy
2021
Q1
$287K Buy
2020
Q4
$291K Buy