Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$608K Sell
2022
Q4
$650K Sell
2022
Q3
$664K Hold
2022
Q2
$713K Hold
2022
Q1
$1.33M Buy
2021
Q4
$1.12M Sell
2021
Q3
$4.17M Buy
2021
Q2
$3.33M Buy
2021
Q1
$1.29M Buy
2020
Q4
$567K Hold
2020
Q3
$549K Buy