Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$34.7K Buy
2022
Q2
Sell
2022
Q1
$264K Sell
2021
Q4
$324K Hold
2021
Q3
$321K Hold
2021
Q2
$281K Sell
2021
Q1
$933K Sell
2020
Q4
$1.03M Sell
2020
Q3
$898K Sell
2020
Q2
$869K Sell
2020
Q1
$756K Sell
2019
Q4
$710K Buy
2019
Q3
$586K Buy
2019
Q1
Sell
2018
Q4
$4.57K Sell
2018
Q3
$52.8K Buy