Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$711K Buy
2023
Q3
$373K Buy
2022
Q4
Sell
2022
Q3
$268K Sell
2022
Q2
$370K Sell
2022
Q1
$560K Hold
2021
Q4
$677K Buy