Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$392K Sell
2023
Q1
$400K Buy
2022
Q4
$335K Sell
2022
Q3
$315K Hold
2022
Q2
$458K Sell
2022
Q1
$819K Buy
2021
Q4
$795K Buy
2021
Q3
$813K Sell
2021
Q2
$884K Sell
2021
Q1
$1.05M Hold
2020
Q4
$848K Sell
2020
Q3
$841K Buy
2020
Q2
$959K Sell
2020
Q1
$991K Sell
2019
Q4
$1.11M Buy