Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$632K Buy
2023
Q1
$506K Buy
2022
Q4
$287K Sell
2022
Q3
$286K Buy
2022
Q2
$297K Buy
2022
Q1
$423K Sell
2021
Q4
$653K Buy
2021
Q3
$594K Buy
2021
Q2
$508K Hold
2021
Q1
$396K Buy
2020
Q4
$344K Buy