Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$368K Sell
2022
Q4
$745K Buy
2021
Q4
Sell
2021
Q3
$3.89M Buy
2021
Q2
$866K Buy
2021
Q1
Sell
2020
Q4
$2.99M Buy
2020
Q3
$1.78M Buy