Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.9M Sell
2023
Q1
$2.33M Buy
2022
Q4
$1.58M Buy
2022
Q3
$2.02M Hold
2022
Q2
$1.9M Sell
2022
Q1
$3.19M Sell
2021
Q4
$3.8M Buy