Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$703K Sell
2023
Q3
$887K Sell
2023
Q2
$1.04M Sell
2023
Q1
$1.25M Buy
2022
Q4
$1.19M Buy
2018
Q1
Sell
2017
Q4
$26K Buy