Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$154K Buy
2022
Q4
Sell
2022
Q3
$210K Sell
2022
Q2
$219K Sell
2022
Q1
$307K Sell
2021
Q4
$540K Buy
2021
Q3
$544K Sell
2021
Q2
$561K Sell
2021
Q1
$617K Buy
2020
Q4
$715K Sell
2020
Q3
$795K Buy