Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.16M Buy
2023
Q1
Sell
2022
Q4
$982K Buy
2022
Q2
Sell
2022
Q1
$235K Sell
2021
Q4
$1.16M Hold
2021
Q3
$1.34M Buy
2020
Q4
Sell
2020
Q3
$1.12M Hold
2020
Q2
$1.07M Buy