Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$311K Sell
2022
Q3
$275K Hold
2022
Q2
$289K Hold
2022
Q1
$286K Sell
2021
Q4
$318K Hold
2021
Q3
$326K Sell
2021
Q2
$584K Sell
2021
Q1
$562K Hold
2020
Q4
$637K Sell
2020
Q3
$553K Buy
2020
Q2
$544K Buy