Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.83M Buy
2023
Q1
$1.67M Buy
2022
Q4
Sell
2022
Q3
$202K Buy
2021
Q1
Sell
2020
Q4
$462K Sell
2020
Q3
$839K Buy