Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$2.54M Sell
2023
Q1
$3.75M Buy
2022
Q4
$3.08M Sell
2022
Q3
$2.67M Buy
2022
Q2
$2.71M Hold
2022
Q1
$3M Buy
2021
Q4
$2.43M Buy
2021
Q3
$2.29M Buy
2021
Q2
$1.59M Buy
2021
Q1
$1.77M Buy
2020
Q4
$1.6M Buy