Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$509K Buy
2023
Q1
$390K Buy
2022
Q4
$317K Sell
2022
Q3
$289K Sell
2022
Q2
$384K Sell
2022
Q1
$557K Buy
2021
Q4
$581K Buy
2021
Q3
$524K Buy
2021
Q2
$396K Buy
2021
Q1
$252K Buy