Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$554K Sell
2023
Q1
$709K Sell
2022
Q4
$996K Buy
2022
Q3
$783K Buy
2022
Q2
$324K Buy
2022
Q1
$223K Buy