Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$205K Sell
2023
Q2
$521K Sell
2023
Q1
$1.09M Sell
2022
Q4
$1.26M Sell
2022
Q3
$3.53M Buy
2022
Q2
$4.05M Sell
2022
Q1
$6.39M Sell
2021
Q4
$9.2M Buy
2021
Q3
$7.64M Buy
2021
Q2
$5.34M Buy