Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.37M Buy
2022
Q3
Sell
2022
Q2
$125K Sell
2022
Q1
$1.7M Buy
2021
Q3
Sell
2021
Q2
$1.96M Sell
2021
Q1
$4.35M Buy
2020
Q4
Sell
2020
Q3
$664K Buy