Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$963K Sell
2023
Q3
$1.1M Buy
2023
Q2
$1.21M Buy
2023
Q1
$1.25M Buy
2017
Q3
Sell
2017
Q2
$1.86M Buy