Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$782K Sell
2023
Q2
$848K Hold
2023
Q1
$891K Sell
2022
Q4
$1.02M Sell
2022
Q3
$953K Hold
2022
Q2
$1.12M Hold
2022
Q1
$1.28M Hold
2021
Q4
$1.53M Sell
2021
Q3
$1.56M Hold
2021
Q2
$1.77M Buy
2021
Q1
$1.69M Sell
2020
Q4
$1.54M Buy