Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$616K Sell
2023
Q2
$781K Buy
2023
Q1
$623K Buy
2022
Q4
$482K Buy
2022
Q3
$376K Buy
2022
Q2
$245K Sell
2022
Q1
$645K Sell
2021
Q4
$808K Sell
2021
Q3
$648K Sell
2021
Q2
$636K Sell
2021
Q1
$1.15M Buy