Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$737K Buy
2023
Q1
$375K Sell
2022
Q4
$1.05M Sell
2022
Q3
$1.24M Sell
2022
Q2
$1.54M Hold
2022
Q1
$1.8M Sell
2021
Q4
$2.4M Buy
2021
Q3
$1.1M Buy