Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$636K Sell
2023
Q3
$613K Buy
2023
Q2
$495K Buy
2023
Q1
$359K Sell
2022
Q4
$511K Hold
2022
Q3
$412K Buy
2022
Q2
$264K Sell
2022
Q1
$368K Sell
2021
Q4
$585K Buy