Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$543K Sell
2023
Q2
$541K Sell
2023
Q1
$656K Buy
2022
Q4
$543K Sell
2022
Q3
$496K Buy
2022
Q2
$468K Sell
2022
Q1
$628K Buy
2021
Q4
$687K Sell
2021
Q3
$662K Buy
2021
Q2
$628K Buy
2021
Q1
$568K Buy