Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$2.67M Buy
2022
Q4
$889K Sell
2022
Q3
$635K Sell
2022
Q2
$723K Sell
2022
Q1
$1.11M Buy
2021
Q4
$877K Buy
2021
Q3
$869K Buy
2021
Q2
$893K Buy
2021
Q1
$947K Buy
2020
Q4
$552K Buy