Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$657K Sell
2022
Q3
$605K Sell
2022
Q2
$488K Buy
2022
Q1
$620K Buy
2021
Q4
$580K Buy
2021
Q3
$613K Buy
2021
Q2
$557K Buy
2021
Q1
$472K Buy
2020
Q4
$310K Buy
2020
Q3
$240K Buy
2020
Q2
$177 Buy