Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$791K Hold
2022
Q4
$707K Hold
2022
Q3
$655K Hold
2022
Q2
$623K Hold
2022
Q1
$710K Buy
2021
Q4
$519K Buy