Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$410K Sell
2023
Q1
$1.24M Sell
2022
Q4
$1.62M Sell
2022
Q3
$3.73M Sell
2022
Q2
$2.96M Buy
2022
Q1
$4.48M Buy
2021
Q4
$4.77M Buy