Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$267K Sell
2022
Q4
$252K Sell
2022
Q3
$283K Sell
2022
Q2
$420K Sell
2022
Q1
$462K Sell
2021
Q4
$744K Sell
2021
Q3
$1.11M Buy
2021
Q2
$1.61M Buy
2021
Q1
$1.3M Buy
2020
Q4
$1.34M Buy
2020
Q3
$1.9M Buy
2020
Q2
$905K Buy