Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.8M Buy
2023
Q1
$1.75M Buy
2022
Q4
$1.85M Buy
2022
Q3
$1.55M Buy
2022
Q1
$1.43M Buy
2021
Q3
$1.28M Buy
2021
Q1
$1.27M Sell
2020
Q4
$1.2M Sell
2020
Q3
$1.19M Sell
2020
Q2
$1.23M Buy