Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$526K Hold
2023
Q1
$457K Buy
2022
Q4
$471K Sell
2022
Q3
$408K Sell
2022
Q2
$443K Sell
2022
Q1
$483K Sell
2021
Q4
$417K Sell
2021
Q3
$481K Hold
2021
Q2
$468K Sell
2021
Q1
$470K Sell
2020
Q4
$468K Sell
2020
Q3
$477K Sell
2020
Q2
$522K Sell
2020
Q1
$642K Sell
2019
Q4
$768K Buy