Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$602K Sell
2023
Q1
$444K Sell
2022
Q4
$433K Buy
2022
Q3
$391K Buy
2022
Q2
$218K Buy
2022
Q1
$216K Buy
2021
Q4
$212K Buy