Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.65M Buy
2023
Q2
$1.56M Buy
2023
Q1
$1.44M Sell
2022
Q4
$1.33M Buy
2022
Q3
$334K Buy
2022
Q2
$339K Buy
2022
Q1
$401K Buy
2021
Q4
$394K Sell
2021
Q3
$318K Hold
2021
Q2
$280K Sell
2021
Q1
$259K Buy
2020
Q4
$275K Buy
2020
Q3
$220K Buy