Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$230K Buy
2022
Q4
Sell
2022
Q3
$148K Sell
2022
Q2
$339K Buy
2022
Q1
$359K Buy
2021
Q4
$376K Buy
2021
Q3
$318K Buy
2021
Q2
$270K Buy
2021
Q1
$212K Sell
2020
Q4
$429K Buy
2020
Q3
$277K Sell
2020
Q2
$361K Sell
2020
Q1
$387K Sell
2019
Q4
$443K Buy
2019
Q3
$339K Sell
2019
Q2
$366K Buy