Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$458K Sell
2022
Q4
$2.08M Sell
2022
Q3
$1.83M Sell
2022
Q2
$2.6M Sell
2022
Q1
$4M Sell
2021
Q4
$5.23M Buy
2021
Q3
$5.29M Sell
2021
Q2
$5.6M Buy
2021
Q1
$4.37M Buy
2020
Q4
$3.91M Buy
2020
Q3
$3.82M Sell
2020
Q2
$3.43M Buy
2020
Q1
$2.15M Buy