Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.83M Sell
2023
Q1
$3.33M Hold
2022
Q4
$3.02M Hold
2022
Q3
$3.05M Hold
2022
Q2
$3.16M Hold
2022
Q1
$4.56M Hold
2021
Q4
$4.11M Hold
2021
Q3
$3.34M Hold
2021
Q2
$3.58M Hold
2021
Q1
$3.46M Hold
2020
Q4
$2.64M Hold
2020
Q3
$3.1M Sell
2020
Q2
$4.17M Buy