Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$752K Buy
2022
Q4
$1.11M Buy
2022
Q3
$767K Buy
2022
Q2
$668K Buy
2018
Q3
Sell
2018
Q2
$758K Hold
2018
Q1
$700K Hold
2017
Q4
$876K Hold
2017
Q3
$732K Buy