Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$408K Sell
2022
Q4
$1.33M Buy
2022
Q3
Sell
2022
Q2
$270K Buy
2021
Q4
Sell
2021
Q3
$350K Sell
2021
Q2
$466K Buy
2020
Q2
Sell
2020
Q1
$33K Buy
2019
Q3
Sell
2019
Q2
$100K Buy