Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$924K Hold
2023
Q2
$1.25M Hold
2023
Q1
$1.24M Hold
2022
Q4
$1.95M Hold
2022
Q3
$2.91M Sell
2022
Q2
$1.71M Hold
2022
Q1
$2.63M Hold
2021
Q4
$4.52M Buy