Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.38M Sell
2023
Q3
$1.76M Buy
2023
Q2
$1.56M Buy
2023
Q1
$1.54M Buy
2022
Q4
$321K Sell
2022
Q3
$342K Buy
2022
Q2
$276K Buy
2022
Q1
$304K Buy