Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$760K Sell
2023
Q2
$765K Sell
2023
Q1
$805K Buy
2022
Q4
$728K Buy
2022
Q3
$723K Sell
2022
Q2
$794K Buy
2022
Q1
$799K Sell
2021
Q4
$841K Buy