Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$233K Sell
2022
Q4
$779K Sell
2022
Q3
$722K Sell
2022
Q2
$755K Sell
2022
Q1
$965K Buy
2021
Q4
Sell
2021
Q3
$893K Buy
2021
Q2
$952K Sell
2021
Q1
$991K Sell
2020
Q4
$1.2M Sell
2020
Q3
$1.58M Sell
2020
Q2
$1.7M Buy