Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$238K Buy
2022
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$214K Sell
2022
Q1
$272K Buy
2021
Q4
Sell
2021
Q3
$534K Sell
2021
Q2
$708K Buy
2021
Q1
$650K Sell
2020
Q4
$662K Buy
2020
Q3
$578K Buy
2020
Q2
$481K Sell
2020
Q1
$913K Buy
2019
Q4
$495K Buy