Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$793K Sell
2023
Q2
$843K Buy
2023
Q1
$525K Hold
2022
Q4
$905K Hold
2022
Q3
$1.73M Hold
2022
Q2
$2.75M Hold
2022
Q1
$7.2M Buy
2021
Q4
$3.81M Buy