Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$474K Sell
2022
Q3
$605K Hold
2022
Q2
$684K Sell
2022
Q1
$952K Hold
2021
Q4
$1.11M Hold
2021
Q3
$1.16M Buy
2021
Q2
$865K Buy
2021
Q1
$678K Buy
2020
Q4
$467K Sell
2020
Q3
$505K Buy
2016
Q3
Sell
2016
Q2
$1K Hold
2016
Q1
$1K Buy