Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$224K Buy
2022
Q4
Sell
2022
Q3
$259K Sell
2022
Q2
$1.41M Buy
2022
Q1
$280K Sell
2021
Q4
$369K Hold
2021
Q3
$350K Hold
2021
Q2
$381K Hold
2021
Q1
$408K Sell
2020
Q4
$3M Sell
2020
Q3
$12.6M Buy
2020
Q2
$323K Hold
2020
Q1
$323K Buy
2019
Q4
$263K Buy