Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$890K Hold
2023
Q1
$875K Hold
2022
Q4
$854K Sell
2022
Q3
$3.39M Hold
2022
Q2
$3.37M Hold
2022
Q1
$3.37M Buy
2021
Q4
$2.94M Buy