Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$314K Sell
2023
Q1
$870K Sell
2022
Q4
$736K Buy
2022
Q3
$358K Sell
2022
Q2
$693K Buy
2022
Q1
$661K Buy
2021
Q4
$251K Buy