Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$730K Hold
2022
Q3
$642K Hold
2022
Q2
$631K Sell
2022
Q1
$869K Hold
2021
Q4
$1.09M Sell
2021
Q3
$1.15M Sell
2021
Q2
$1.37M Sell
2021
Q1
$1.55M Hold
2020
Q4
$1.33M Sell
2020
Q3
$1.85M Buy