Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.43M Sell
2023
Q1
$2.21M Sell
2022
Q4
$2.16M Sell
2022
Q3
$1.55M Buy
2022
Q2
$1.37M Buy
2022
Q1
$2.34M Buy
2021
Q4
$2.4M Buy
2021
Q3
$2.42M Buy
2021
Q2
$1.85M Buy
2021
Q1
$1.54M Buy
2020
Q4
$1.52M Buy
2020
Q3
Sell
2020
Q2
$1.62M Buy
2020
Q1
$330K Buy