Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.95M Sell
2023
Q2
$1.77M Sell
2023
Q1
$2.25M Buy
2022
Q4
$1.1M Buy
2022
Q3
$854K Buy
2022
Q2
$952K Buy
2022
Q1
$995K Sell
2021
Q4
$834K Buy
2021
Q3
$668K Sell
2021
Q2
$792K Sell
2021
Q1
$755K Sell
2020
Q4
$859K Buy
2020
Q3
$629K Buy
2020
Q2
$411K Buy