Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$950K Sell
2023
Q1
$1.03M Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.26M Sell
2022
Q2
$1.06M Buy
2017
Q3
Sell
2017
Q2
$3.69M Buy