Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$705K Buy
2022
Q4
$589K Buy
2022
Q3
$510K Sell
2022
Q2
$536K Buy
2022
Q1
$596K Buy
2021
Q4
$449K Buy
2021
Q3
$375K Buy