Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$653K Hold
2022
Q3
$547K Sell
2022
Q2
$1.03M Sell
2022
Q1
$1.07M Buy
2021
Q4
$982K Buy
2021
Q3
$832K Buy
2021
Q2
$861K Buy
2021
Q1
$707K Buy