Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$719K Buy
2022
Q4
Sell
2022
Q3
$62K Sell
2022
Q2
$89K Sell
2022
Q1
$140K Sell
2021
Q4
$367K Sell
2021
Q3
$430K Sell
2021
Q2
$669K Sell
2021
Q1
$780K Buy
2020
Q4
$1.08M Buy
2020
Q3
$1.09M Hold
2020
Q2
$912K Buy