Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$630K Sell
2023
Q2
$598K Sell
2023
Q1
$630K Sell
2022
Q4
$708K Sell
2022
Q3
$720K Sell
2022
Q2
$830K Buy
2022
Q1
$849K Sell
2021
Q4
$745K Buy
2021
Q3
$387K Sell
2021
Q2
$471K Sell
2021
Q1
$472K Buy