Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$340K Sell
2022
Q4
$276K Sell
2022
Q3
$267K Sell
2022
Q2
$449K Sell
2022
Q1
$761K Sell
2021
Q4
$1.17M Sell
2021
Q3
$1.24M Buy
2021
Q2
$1.22M Buy
2021
Q1
$1.06M Buy