Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$687K Sell
2023
Q2
$671K Sell
2023
Q1
$767K Hold
2022
Q4
$669K Sell
2022
Q3
$705K Sell
2022
Q2
$730K Hold
2022
Q1
$911K Hold
2021
Q4
$1.22M Buy
2021
Q3
$1.01M Sell
2021
Q2
$946K Buy
2021
Q1
$668K Sell
2020
Q4
$671K Buy