Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$803K Hold
2023
Q1
$950K Hold
2022
Q4
$963K Hold
2022
Q3
$800K Buy
2022
Q2
$180K Buy
2022
Q1
$183K Sell
2021
Q4
$159K Hold
2021
Q3
$127K Hold
2021
Q2
$132K Hold
2021
Q1
$127K Buy
2020
Q4
$119K Buy