Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$331K Sell
2023
Q1
$1.56M Buy
2022
Q4
$1.31M Sell
2022
Q3
$1.75M Sell
2022
Q2
$1.47M Buy
2022
Q1
$2.1M Buy
2021
Q4
$3.1M Buy