Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.33M Sell
2023
Q1
$729K Buy
2022
Q4
$719K Sell
2022
Q3
$894K Buy
2022
Q2
$959K Buy
2022
Q1
$1.01M Buy
2021
Q4
$744K Sell
2021
Q3
$911K Sell
2021
Q2
$1.55M Buy