Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$274K Buy
2022
Q3
$231K Hold
2022
Q2
$336K Buy
2022
Q1
$209K Hold
2021
Q4
$381K Hold
2021
Q3
$523K Buy
2018
Q3
Sell
2018
Q2
$7.11M Buy
2018
Q1
$4.71M Buy