Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$543K Buy
2023
Q1
$300K Buy
2022
Q4
$235K Buy
2022
Q3
$163K Sell
2022
Q2
$242K Buy
2022
Q1
$368K Buy
2021
Q4
$248K Buy
2021
Q3
$279K Buy
2021
Q2
$397K Buy