Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$785K Hold
2022
Q4
$676K Hold
2022
Q3
$556K Hold
2022
Q2
$722K Hold
2022
Q1
$1.13M Sell
2021
Q4
$5.57M Buy