Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$186K Sell
2022
Q4
$296K Sell
2022
Q3
$282K Sell
2022
Q2
$336K Buy
2022
Q1
Sell
2021
Q4
$301K Buy
2021
Q3
$299K Buy
2021
Q2
$477K Sell
2021
Q1
$395K Sell
2020
Q4
$494K Buy