Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$478K Buy
2023
Q1
$389K Buy
2022
Q2
$232K Buy
2022
Q1
$238K Buy
2021
Q3
$403K Buy
2021
Q2
$378K Buy
2021
Q1
$346K Sell
2020
Q4
$301K Buy