Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$375K Sell
2022
Q4
$2.82M Buy
2022
Q3
Sell
2022
Q2
$1.65M Buy
2022
Q1
$489K Sell
2021
Q4
$901K Buy
2021
Q3
$214K Buy