Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$216K Sell
2022
Q4
$205K Buy
2022
Q3
Sell
2022
Q2
$247K Sell
2022
Q1
$328K Buy
2021
Q4
$364K Buy
2021
Q3
$331K Buy
2021
Q2
$320K Buy
2021
Q1
$240K Buy
2020
Q4
$228K Buy
2020
Q3
$221K Sell
2020
Q2
$231K Buy
2020
Q1
Sell
2019
Q4
$289K Buy
2019
Q3
$229K Buy