Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$4.55M Buy
2022
Q4
$3.47M Buy
2022
Q3
$2.98M Buy
2022
Q2
$1.55M Buy
2022
Q1
$1.22M Buy
2021
Q4
Sell
2021
Q3
$476K Hold
2021
Q2
$533K Hold
2021
Q1
$444K Hold
2020
Q4
$429K Hold
2020
Q3
$361K Hold
2020
Q2
$319K Buy