Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.26M Sell
2023
Q1
$1.42M Sell
2022
Q4
$1.32M Buy
2020
Q3
Sell
2020
Q2
$301K Sell
2020
Q1
$322K Buy