Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$392K Sell
2023
Q1
$487K Buy
2022
Q4
$382K Sell
2022
Q3
$315K Buy
2022
Q2
$418K Sell
2022
Q1
$501K Sell
2021
Q4
$522K Sell
2021
Q3
$601K Sell
2021
Q2
$661K Buy
2021
Q1
$600K Sell
2020
Q4
$769K Sell
2020
Q3
$871K Buy
2020
Q2
$628K Buy
2020
Q1
$619K Sell
2019
Q4
$778K Buy