Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$542K Hold
2023
Q3
$476K Sell
2023
Q2
$655K Sell
2023
Q1
$615K Sell
2022
Q4
$511K Buy
2022
Q3
$401K Buy
2022
Q2
$328K Sell
2022
Q1
$589K Buy
2021
Q4
$621K Buy