Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$14K Hold
2022
Q3
$13K Sell
2022
Q2
$206K Sell
2022
Q1
$239K Sell
2021
Q4
$287K Sell
2021
Q3
$286K Sell
2021
Q2
$324K Sell
2021
Q1
$344K Sell
2020
Q4
$314K Sell
2020
Q3
$294K Sell
2020
Q2
$380K Sell
2020
Q1
$387K Sell
2019
Q4
$511K Hold
2019
Q3
$469K Sell
2019
Q2
$516K Sell
2019
Q1
$618K Buy
2018
Q4
$567K Buy