Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$392K Buy
2023
Q1
$478K Hold
2022
Q4
$379K Sell
2022
Q3
$347K Hold
2022
Q2
$551K Sell
2022
Q1
$1.02M Sell
2021
Q4
$1.56M Buy
2021
Q3
$1.57M Hold
2021
Q2
$1.61M Buy
2021
Q1
$1.43M Buy
2020
Q4
$1.41M Hold
2020
Q3
$1.19M Hold
2020
Q2
$1.11M Buy