Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$847K Hold
2022
Q3
$724K Sell
2022
Q2
$806K Buy
2022
Q1
$904K Buy
2021
Q4
$579K Buy
2018
Q3
Sell
2018
Q2
$509K Buy
2018
Q1
$454K Buy