Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$508K Sell
2023
Q1
$512K Sell
2022
Q4
$499K Sell
2022
Q3
$490K Buy
2022
Q2
$505K Sell
2022
Q1
$599K Buy
2021
Q4
$641K Sell
2021
Q3
$717K Sell
2021
Q2
$788K Sell
2021
Q1
$781K Sell
2020
Q4
$994K Buy