Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$400K Sell
2023
Q1
$1.28M Buy
2022
Q3
Sell
2022
Q2
$1.13M Buy
2019
Q4
Sell
2019
Q3
$6.58M Buy
2019
Q2
$7.38M Buy