Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.18M Hold
2023
Q3
$1.15M Hold
2023
Q2
$1.09M Hold
2023
Q1
$1.11M Hold
2022
Q4
$1.06M Hold
2022
Q3
$966K Buy
2022
Q2
$705K Buy
2022
Q1
$748K Hold
2021
Q4
$667K Buy