Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$814K Sell
2022
Q4
$1.71M Buy
2022
Q3
$534K Buy
2022
Q2
$404K Buy
2022
Q1
$598K Buy
2021
Q4
$555K Buy
2021
Q3
$399K Hold
2021
Q2
$350K Hold
2021
Q1
$344 Hold
2020
Q4
$425K Sell
2020
Q3
$305K Buy
2020
Q2
Hold
2020
Q1
Hold