Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$971K Sell
2023
Q2
$888K Hold
2023
Q1
$1.05M Hold
2022
Q4
$1.07M Sell
2022
Q3
$891K Hold
2022
Q2
$1.02M Hold
2022
Q1
$1.08M Hold
2021
Q4
$899K Buy
2021
Q3
$703K Buy
2021
Q2
$728K Sell
2021
Q1
$705K Sell
2020
Q4
$701K Buy