Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$886K Sell
2022
Q4
$795K Hold
2022
Q3
$730K Sell
2022
Q2
$468K Buy
2022
Q1
$1K Hold
2021
Q4
$1K Sell
2021
Q3
$72K Hold
2021
Q2
$85K Sell
2021
Q1
$509K Buy
2020
Q4
$226K Buy