Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.5M Sell
2023
Q2
$1.79M Hold
2023
Q1
$1.65M Hold
2022
Q4
$1.72M Sell
2022
Q3
$1.37M Sell
2022
Q2
$1.45M Sell
2022
Q1
$1.33M Hold
2021
Q4
$1.24M Buy
2021
Q3
$1.17M Sell
2021
Q2
$1.22M Sell
2021
Q1
$1.21M Sell
2020
Q4
$1.28M Buy