Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.73M Hold
2023
Q1
$1.27M Sell
2022
Q4
$1.48M Hold
2022
Q3
$1.59M Buy
2022
Q2
$900K Hold
2022
Q1
$1.57M Buy
2021
Q3
Sell
2021
Q2
$7.52M Hold
2021
Q1
$8.18M Hold
2020
Q4
$7.65M Hold
2020
Q3
$5.47M Hold
2020
Q2
$4.66M Buy