Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$330K Buy
2023
Q1
Sell
2022
Q4
$471K Sell
2022
Q3
$1.04M Buy
2021
Q4
Sell
2021
Q3
$1.14M Sell
2021
Q2
$2.16M Buy