Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$549K Sell
2022
Q4
$616K Buy
2022
Q3
$511K Hold
2022
Q2
$549K Hold
2022
Q1
$671K Hold
2021
Q4
$541K Hold
2021
Q3
$559K Buy
2021
Q2
$429K Buy