Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$756K Sell
2023
Q2
$1.79M Buy
2023
Q1
$1.02M Buy
2022
Q3
Sell
2022
Q2
$1.55M Buy
2022
Q1
$1.85M Buy
2021
Q4
$1.44M Buy