Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.34M Sell
2022
Q4
$1.58M Buy
2022
Q3
$1.09M Sell
2022
Q2
$1.17M Buy
2022
Q1
$1.2M Buy
2021
Q4
$1.57M Buy
2021
Q3
$734K Buy
2021
Q2
$471K Buy
2021
Q1
$330K Buy
2020
Q4
$426K Buy
2020
Q3
$316K Sell
2020
Q2
$338K Sell
2020
Q1
$276K Buy