Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$4.1M Buy
2022
Q3
Sell
2022
Q2
$265K Buy
2021
Q3
Sell
2021
Q2
$1.46M Buy
2021
Q1
$895K Sell
2020
Q4
$4.7M Buy