Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2.5M Buy
2023
Q1
$2.08M Buy
2022
Q2
$505K Sell
2022
Q1
$620K Buy
2021
Q3
$209K Sell
2021
Q2
$226K Sell
2021
Q1
$250K Sell
2020
Q4
$293K Sell
2020
Q3
$242K Buy