Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$225K Sell
2023
Q1
$440K Buy
2022
Q4
Sell
2022
Q3
$2.8M Buy
2022
Q2
$2.98M Buy
2021
Q4
Sell
2021
Q3
$381K Sell
2021
Q2
$440K Buy