Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$577K Sell
2022
Q3
$442K Buy
2022
Q2
$559K Hold
2022
Q1
$642K Hold
2021
Q4
$799K Hold
2021
Q3
$793K Buy
2021
Q2
$733K Hold
2021
Q1
$628K Buy
2020
Q4
$448K Hold
2020
Q3
$305K Hold
2020
Q2
$292K Buy