Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$264K Sell
2022
Q3
$361K Sell
2022
Q2
$494K Buy
2022
Q1
$620K Hold
2021
Q4
$763K Buy
2021
Q3
$666K Hold
2021
Q2
$586K Buy
2021
Q1
$637 Hold
2020
Q4
$614K Buy
2020
Q3
$461K Hold
2020
Q2
$415K Sell
2020
Q1
$405K Hold
2019
Q4
$465K Buy