Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$390K Sell
2023
Q1
$863K Sell
2022
Q4
$1.63M Buy
2022
Q3
$162K Buy
2022
Q2
$225K Buy
2020
Q3
Sell
2020
Q2
$207K Buy