Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.8M Sell
2023
Q1
$1.86M Sell
2022
Q4
$1.72M Sell
2022
Q3
$2.09M Buy
2022
Q2
$2.02M Buy
2022
Q1
$2.22M Buy
2021
Q4
$2.48M Buy
2021
Q3
$1.52M Buy