Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.24M Sell
2023
Q1
$3.32M Buy
2022
Q4
$498K Sell
2022
Q3
$2.89M Buy
2022
Q2
Sell
2022
Q1
$599K Buy
2021
Q4
$296K Buy
2021
Q3
$204K Buy
2021
Q2
Sell
2021
Q1
$3.61M Buy
2020
Q4
Sell
2020
Q3
$551K Buy