Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.23M Buy
2022
Q4
$336K Sell
2022
Q3
$775K Buy
2022
Q2
$833K Hold
2022
Q1
$1.01M Hold
2021
Q4
$1.19M Hold
2021
Q3
$1.31M Hold
2021
Q2
$1.79M Hold
2021
Q1
$1.72M Buy
2020
Q4
$620K Buy