Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$480K Hold
2023
Q2
$563K Buy
2023
Q1
$722K Buy
2022
Q4
$843K Sell
2022
Q3
$909K Buy
2022
Q2
$1.15M Sell
2022
Q1
$1.06M Sell
2021
Q4
$1.29M Buy
2021
Q3
$367K Sell
2021
Q2
$418K Buy
2021
Q1
$427K Buy
2020
Q4
$336K Hold
2020
Q3
$296K Hold
2020
Q2
$230K Buy