Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$623K Hold
2022
Q3
$488K Hold
2022
Q2
$503K Hold
2022
Q1
$581K Hold
2021
Q4
$524K Hold
2021
Q3
$473K Hold
2021
Q2
$511K Hold
2021
Q1
$459K Buy