Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$287K Sell
2023
Q1
$334K Sell
2022
Q4
$327K Sell
2022
Q3
$435K Buy
2022
Q2
$329K Hold
2022
Q1
$545K Sell
2021
Q4
$955K Buy
2021
Q3
Sell
2021
Q2
$1.5M Buy
2021
Q1
$1.22M Buy
2020
Q4
$1.04M Hold
2020
Q3
$876K Sell
2020
Q2
$811K Buy
2020
Q1
$409K Buy
2019
Q4
$327K Buy