Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$855K Hold
2023
Q1
$817K Hold
2022
Q4
$771K Hold
2022
Q3
$830K Hold
2022
Q2
$916K Hold
2022
Q1
$1.14M Hold
2021
Q4
$1.19M Sell
2021
Q3
$1.59M Hold
2021
Q2
$1.47M Hold
2021
Q1
$1.31M Hold
2020
Q4
$1.15M Buy
2020
Q3
$244K Buy