Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$258K Sell
2023
Q3
$245K Sell
2023
Q2
$287K Sell
2023
Q1
$323K Sell
2022
Q4
$400K Sell
2022
Q3
$422K Sell
2022
Q2
$585K Sell
2022
Q1
$1.59M Sell
2021
Q4
$2.86M Buy
2021
Q3
$1.54M Sell
2021
Q2
$2.27M Sell
2021
Q1
$2.45M Sell
2020
Q4
$2.56M Buy