Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$254K Buy
2023
Q1
$71.3K Sell
2022
Q4
$190K Sell
2022
Q3
$559K Sell
2022
Q2
$933K Buy
2022
Q1
$216K Sell
2021
Q4
$634K Sell
2021
Q3
$927K Buy
2021
Q2
$869K Buy
2021
Q1
$488K Buy
2020
Q4
$254K Buy