Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$585K Sell
2023
Q2
$760K Buy
2023
Q1
$779K Buy
2022
Q4
$363K Buy
2022
Q3
$317K Buy
2022
Q2
$221K Buy
2021
Q3
Sell
2021
Q2
$655K Buy
2021
Q1
$638K Sell
2020
Q4
$631K Buy
2020
Q3
$439K Buy