Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$1.29M Sell
2022
Q2
$1.36M Hold
2022
Q1
$1.66M Hold
2021
Q4
$2.02M Buy
2021
Q3
$1.58M Buy
2021
Q2
$965K Hold
2021
Q1
$759K Buy
2020
Q1
Sell
2019
Q4
$452K Hold
2019
Q3
$381K Buy