Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$667K Sell
2023
Q2
$1.1M Hold
2023
Q1
$1.07M Hold
2022
Q4
$1.38M Hold
2022
Q3
$1.35M Buy
2022
Q2
$1.22M Buy
2022
Q1
$1.5M Buy
2021
Q4
$950K Buy
2021
Q3
$875K Buy
2021
Q2
$383K Buy