Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$641K Sell
2023
Q1
$702K Sell
2022
Q4
$812K Sell
2022
Q3
$940K Buy
2022
Q2
$1.21M Hold
2022
Q1
$1.31M Hold
2021
Q4
$2.06M Sell
2021
Q3
$3.13M Buy
2021
Q2
$4.47M Sell
2021
Q1
$4.1M Buy
2020
Q4
$4.24M Sell
2020
Q3
$6.29M Buy
2020
Q2
$3.16M Buy
2020
Q1
$604K Buy