Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$405K Buy
2023
Q1
$310K Buy
2022
Q4
$323K Buy
2022
Q3
$256K Buy
2022
Q2
$282K Buy
2022
Q1
$312K Buy
2021
Q4
$100K Sell
2021
Q3
$105K Sell
2021
Q2
$166K Sell
2021
Q1
$162K Sell
2020
Q4
$601K Buy