Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$832K Buy
2023
Q1
$800K Buy
2022
Q4
$754K Buy
2022
Q3
$625K Buy
2022
Q2
$690K Buy
2022
Q1
$717K Buy