Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$426K Sell
2023
Q2
$582K Buy
2023
Q1
$675K Sell
2022
Q4
$1.51M Buy
2022
Q3
$633K Sell
2022
Q2
$589K Buy
2022
Q1
$720K Buy
2020
Q2
Sell
2020
Q1
$474K Buy
2019
Q4
$547K Buy
2019
Q3
$328K Buy
2019
Q2
$306K Buy
2019
Q1
$310K Buy