Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$283K Sell
2022
Q4
$334K Sell
2022
Q3
$316K Hold
2022
Q2
$370K Hold
2022
Q1
$426K Buy
2021
Q4
$443K Buy
2021
Q2
Sell
2021
Q1
$96K Hold
2020
Q4
$87K Hold
2020
Q3
$79K Sell
2020
Q2
$104K Sell
2020
Q1
$336K Sell
2019
Q4
$463K Buy