Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$58K Sell
2022
Q4
$289K Sell
2022
Q3
$430K Buy
2022
Q2
$375K Buy
2022
Q1
$541K Buy
2021
Q4
$707K Buy
2021
Q3
$928K Buy
2021
Q2
$928K Buy
2021
Q1
$144K Buy
2019
Q3
Sell
2019
Q2
$46K Hold
2019
Q1
$28K Hold
2018
Q4
$21K Buy