Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$500K Sell
2023
Q2
$489K Sell
2023
Q1
$515K Sell
2022
Q4
$530K Sell
2022
Q3
$478K Buy
2022
Q2
$502K Buy
2022
Q1
$519K Sell
2021
Q4
$559K Buy