Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$852K Buy
2023
Q1
$691K Buy
2022
Q4
$611K Buy
2022
Q3
$389K Buy
2022
Q2
$345K Sell
2022
Q1
$711K Buy
2021
Q4
$708K Buy
2021
Q3
$570K Buy
2021
Q2
$439K Buy
2021
Q1
$302K Sell
2020
Q4
$320K Sell
2020
Q3
$439K Buy
2020
Q2
$407K Buy
2020
Q1
$245K Sell
2019
Q4
$216K Buy