Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$54M Buy
2023
Q2
$5.02M Buy
2023
Q1
$102K Hold
2022
Q4
$118K Sell
2022
Q3
$162K Sell
2022
Q2
$1.27M Buy
2022
Q1
$240K Buy