Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$423K Hold
2022
Q4
$419K Hold
2022
Q3
$379K Sell
2022
Q2
$391K Sell
2022
Q1
$428K Sell
2021
Q4
$569K Buy
2021
Q3
$478K Sell
2021
Q2
$485K Sell
2021
Q1
$477K Sell
2020
Q4
$508K Buy
2020
Q3
$373K Sell
2020
Q2
$431K Sell
2020
Q1
$8.63M Buy
2019
Q4
$442K Buy
2019
Q3
$440K Hold
2019
Q2
$418K Hold
2019
Q1
$391K Sell
2018
Q4
$369K Buy