Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1M Sell
2023
Q1
$2.13M Sell
2022
Q4
$12M Buy
2022
Q3
$3.92M Buy
2022
Q2
$667K Sell
2022
Q1
$1.82M Buy
2021
Q4
$485K Buy
2021
Q3
Sell
2021
Q2
$2.63M Buy
2021
Q1
Sell
2020
Q4
$252K Buy