Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$469K Buy
2023
Q2
$532K Buy
2022
Q2
Sell
2022
Q1
$653K Sell
2021
Q4
$1.9M Buy
2021
Q3
$1.23M Sell
2021
Q2
$1.56M Sell
2021
Q1
$1.2M Sell
2020
Q4
$1.59M Buy