Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.91M Buy
2023
Q1
$1.98M Sell
2022
Q4
$2.1M Buy
2022
Q3
$1.43M Buy
2021
Q3
Sell
2021
Q2
$458K Buy
2021
Q1
$382K Sell
2020
Q4
$237K Sell
2020
Q3
$129K Sell
2020
Q2
$1.11M Sell
2020
Q1
$667K Buy