Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$288K Sell
2023
Q2
$1.32M Sell
2023
Q1
$1.42M Sell
2022
Q4
$1.18M Buy
2022
Q3
$1.11M Sell
2022
Q2
$1.66M Buy
2022
Q1
$2.14M Buy
2021
Q4
$2.15M Buy
2021
Q3
$1.68M Sell
2021
Q2
$1.96M Buy
2021
Q1
$2.2M Sell
2020
Q4
$1.73M Buy