Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$508K Sell
2023
Q2
$596K Buy
2023
Q1
$292K Buy
2022
Q4
$121K Buy
2022
Q3
$149K Buy
2022
Q2
$211K Buy
2022
Q1
$257K Buy
2021
Q4
$379K Buy