Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.4M Buy
2023
Q1
$1.26M Buy
2022
Q2
$550K Sell
2022
Q1
$1.03M Buy
2021
Q3
$727K Buy
2021
Q2
$652K Buy
2021
Q1
$534K Buy
2020
Q4
$422K Sell
2020
Q3
$477K Buy