Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$603K Sell
2023
Q1
$2.33M Sell
2022
Q4
$3.44M Sell
2022
Q3
$3.64M Sell
2022
Q2
$4M Sell
2022
Q1
$6.86M Sell
2021
Q4
$8.2M Buy