Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$509K Buy
2022
Q1
Sell
2021
Q4
$2.1M Hold
2021
Q3
$2.74M Hold
2021
Q2
$3.47M Hold
2021
Q1
$3.65M Buy
2020
Q4
$2.71M Buy