Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$234K Sell
2022
Q4
$491K Hold
2022
Q3
$413K Hold
2022
Q2
$431K Hold
2022
Q1
$521K Sell
2021
Q4
$1.01M Hold
2021
Q3
$881K Hold
2021
Q2
$898K Hold
2021
Q1
$805K Sell
2020
Q4
$1.33M Buy
2020
Q3
$891K Sell
2020
Q2
$1.09M Hold
2020
Q1
$834K Buy
2019
Q4
$1.13M Sell
2019
Q3
$1.48M Buy
2019
Q2
$678K Hold
2019
Q1
$639K Sell
2018
Q4
$869K Buy