Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$3.25M Sell
2023
Q2
$4.93M Sell
2023
Q1
$5M Sell
2022
Q4
$4.83M Hold
2022
Q3
$3.31M Buy
2022
Q2
$3.04M Hold
2022
Q1
$3.6M Hold
2021
Q4
$4.07M Buy
2021
Q2
Sell
2021
Q1
$6.68M Hold
2020
Q4
$3.82M Hold
2020
Q3
$2.11M Hold
2020
Q2
$2.54M Buy