Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.63M Buy
2023
Q1
$3.04M Buy
2022
Q4
$3.19M Sell
2022
Q3
$3.02M Hold
2022
Q2
$5.47M Buy
2021
Q4
Sell
2021
Q3
$20K Sell
2021
Q2
$30K Buy
2021
Q1
$36K Sell
2020
Q4
$11.1M Sell
2020
Q3
$25.9M Sell
2020
Q2
$36.8M Buy