Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$396K Buy
2022
Q4
$359K Buy
2022
Q3
$299K Hold
2022
Q2
$331K Sell
2022
Q1
$833K Sell
2021
Q4
$872K Sell
2021
Q3
$910K Sell
2021
Q2
$965K Buy
2021
Q1
$852K Sell
2020
Q4
$889K Sell
2020
Q3
$813K Sell
2020
Q2
$914K Sell
2020
Q1
$805K Buy
2019
Q4
$513K Sell
2019
Q3
$481K Buy
2019
Q2
$455K Sell
2019
Q1
$435K Hold
2018
Q4
$367K Hold
2018
Q3
$418K Buy
2018
Q2
$272K Buy