Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$861K Sell
2023
Q1
$795K Hold
2022
Q4
$797K Sell
2022
Q3
$2.25M Hold
2022
Q2
$2.22M Hold
2022
Q1
$2.21M Sell
2021
Q4
$3.66M Buy