Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$235K Sell
2023
Q1
$1.78M Buy
2022
Q3
Sell
2022
Q2
$446K Buy
2021
Q3
Sell
2021
Q2
$217K Buy