Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$544K Sell
2022
Q3
$451K Buy
2022
Q2
$574K Buy
2022
Q1
$878K Buy
2021
Q4
$921K Buy
2021
Q3
$803K Sell
2021
Q2
$880K Buy
2021
Q1
$704K Buy