Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.07M Buy
2023
Q2
Sell
2023
Q1
$498K Buy
2022
Q3
Sell
2022
Q2
$779K Sell
2022
Q1
$1.1M Buy
2021
Q2
Sell
2021
Q1
$1.17M Buy
2020
Q4
$929K Buy