Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$440K Sell
2022
Q3
$1.06M Sell
2022
Q2
$1.69M Sell
2022
Q1
$2.31M Hold
2021
Q4
$2.14M Sell
2021
Q3
$3.71M Sell
2021
Q2
$4.26M Buy