Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$461K Sell
2023
Q2
$1.72M Sell
2023
Q1
$3.9M Sell
2022
Q4
$10.2M Buy
2022
Q3
$216K Buy
2021
Q3
Sell
2021
Q2
$211K Buy