Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$455K Sell
2022
Q4
$963K Buy
2022
Q3
$430K Buy
2022
Q2
$629K Buy
2022
Q1
$265K Buy
2021
Q4
$404K Buy
2021
Q3
$524K Buy
2021
Q2
$735K Sell
2021
Q1
$1.6M Sell
2020
Q4
$1.93M Buy
2020
Q3
$807K Buy
2020
Q2
$410K Buy