Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$721K Sell
2023
Q2
$902K Sell
2023
Q1
$1.08M Buy
2022
Q4
$844K Sell
2022
Q3
$659K Buy
2022
Q2
$601K Buy
2022
Q1
$826K Buy
2021
Q4
$804K Buy
2021
Q3
$726K Buy
2021
Q2
$648K Buy
2021
Q1
$574K Buy