Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$2.59M Buy
2022
Q4
Sell
2022
Q3
$2.8M Buy
2022
Q2
$2.07M Buy
2022
Q1
$2.28M Sell
2021
Q4
$4.48M Sell
2021
Q3
$8M Sell
2021
Q2
$5.1M Buy
2021
Q1
$2.64M Buy
2020
Q4
$1.45M Buy
2020
Q3
$853K Buy
2020
Q2
$616K Buy
2020
Q1
$340K Buy
2019
Q4
$567K Buy