Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$212K Buy
2023
Q1
$209K Sell
2022
Q4
$241K Sell
2022
Q3
$298K Sell
2022
Q2
$514K Sell
2022
Q1
$742K Buy
2021
Q4
$613K Sell
2021
Q3
$537K Buy
2021
Q2
$523K Sell
2021
Q1
$538K Buy
2020
Q4
Sell
2020
Q3
$546K Sell
2020
Q2
$789K Hold
2020
Q1
$717K Sell
2019
Q4
$1.09M Sell
2019
Q3
$1.23M Sell
2019
Q2
$7.57M Buy
2019
Q1
$7.24M Buy
2018
Q4
$1.23M Buy