Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$529K Sell
2022
Q3
$790K Sell
2022
Q2
$1.23M Sell
2022
Q1
$1.34M Buy
2021
Q4
$956K Sell
2021
Q3
$987K Sell
2021
Q2
$1.04M Buy