Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$420K Buy
2023
Q1
$457K Buy
2022
Q2
$268K Sell
2022
Q1
$507K Buy
2021
Q3
$532K Sell
2021
Q2
$602K Sell
2021
Q1
$695K Buy
2020
Q4
$553K Sell
2020
Q3
$398K Buy