Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$323K Buy
2022
Q4
$224K Sell
2022
Q3
$224K Buy
2022
Q2
$207K Sell
2022
Q1
$579K Buy
2021
Q4
$575K Sell
2021
Q3
$656K Buy
2021
Q2
$516K Sell
2021
Q1
$517K Buy