Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$668K Sell
2023
Q2
$800K Sell
2023
Q1
$875K Buy
2022
Q4
$454K Buy
2022
Q3
$378K Buy
2022
Q2
$313K Sell
2022
Q1
$303K Buy
2021
Q3
Sell
2021
Q2
$643K Buy
2021
Q1
$449K Sell
2020
Q4
$660K Buy
2020
Q3
$470K Buy