Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.84M Sell
2023
Q1
$2.7M Buy
2022
Q4
$2.4M Buy
2022
Q3
$450K Buy
2022
Q1
Sell
2021
Q4
$5.47M Buy
2021
Q3
Sell
2021
Q2
$942K Buy