Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$296K Buy
2022
Q3
$274K Buy
2022
Q2
$361K Sell
2022
Q1
$479K Sell
2021
Q4
$1.2M Sell
2021
Q3
$896K Sell
2021
Q2
$998K Sell
2021
Q1
$1.05M Sell
2020
Q4
$1.68M Buy
2020
Q3
$470K Sell
2020
Q2
$1.49M Buy
2020
Q1
$1.41M Sell
2019
Q4
$2.1M Buy
2019
Q3
$1.79M Buy
2019
Q2
$1.52M Sell
2019
Q1
$1.47M Hold
2018
Q4
$1.54M Buy