Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$705K Hold
2023
Q3
$544K Hold
2023
Q2
$591K Buy
2023
Q1
$530K Sell
2022
Q4
$531K Buy
2022
Q3
$506K Sell
2022
Q2
$686K Buy
2022
Q1
$953K Buy