Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$630K Sell
2023
Q2
$641K Buy
2023
Q1
$528K Buy
2022
Q4
$411K Sell
2022
Q3
$412K Buy
2022
Q2
$387K Buy
2022
Q1
$424K Buy
2021
Q4
$437K Buy
2021
Q3
$211K Buy
2021
Q2
$137K Buy
2021
Q1
$130K Buy