Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.09M Sell
2023
Q1
$2.5M Sell
2022
Q4
$3.09M Hold
2022
Q3
$3.43M Buy
2022
Q2
$520K Buy
2022
Q1
Sell
2021
Q4
$216K Sell
2021
Q3
$3.3M Sell
2021
Q2
$3.1M Sell
2021
Q1
$3.25M Sell
2020
Q4
$3.15M Buy
2020
Q3
$1.8M Buy
2020
Q2
$251K Buy
2020
Q1
$10K Buy