Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$789K Buy
2023
Q2
$815K Sell
2023
Q1
$776K Sell
2022
Q4
$1.84M Sell
2022
Q3
$1.59M Buy
2022
Q2
$799K Sell
2022
Q1
$943K Sell
2021
Q4
$1.56M Buy
2021
Q3
$1.27M Buy
2021
Q2
$1.32M Sell
2021
Q1
$1.21M Sell
2020
Q4
$2.15M Buy