Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$327K Sell
2022
Q4
$4.3M Sell
2022
Q3
$3.47M Sell
2022
Q2
$4.76M Buy
2022
Q1
$5.33M Buy
2021
Q4
$5.15M Sell
2021
Q3
$4.65M Sell
2021
Q2
$5.11M Buy
2021
Q1
$4.62M Sell
2020
Q4
$3.08M Sell
2020
Q3
$2.43M Buy
2020
Q2
$2.56M Buy
2020
Q1
$1.63M Buy