Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$916K Sell
2023
Q1
$1.11M Sell
2022
Q4
$727K Buy
2022
Q3
$1.04M Sell
2022
Q2
$1.95M Buy
2022
Q1
$2.26M Buy
2021
Q4
$1.25M Buy