Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$2.25M Sell
2023
Q2
$2.52M Buy
2023
Q1
$2.8M Sell
2022
Q4
$3.6M Sell
2022
Q3
$3.12M Buy
2022
Q2
$3.71M Buy
2022
Q1
Sell
2021
Q4
$245K Sell
2021
Q3
$269K Sell
2021
Q2
$313K Sell
2021
Q1
$355K Buy
2020
Q4
$321K Buy