Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$3.49M Hold
2023
Q1
$2.59M Hold
2022
Q4
$1.87M Buy
2021
Q4
Sell
2021
Q3
$271K Sell
2021
Q2
$730K Hold
2021
Q1
$553K Buy