Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.7M Sell
2023
Q2
$1.78M Sell
2023
Q1
$1.53M Sell
2022
Q4
$1.69M Hold
2022
Q3
$1.53M Sell
2022
Q2
$2.35M Hold
2022
Q1
$2.35M Hold
2021
Q4
$2.37M Buy