Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$246K Sell
2022
Q3
$282K Sell
2022
Q2
$407K Sell
2022
Q1
$499K Sell
2021
Q4
$612K Sell
2021
Q3
$713K Buy
2021
Q2
$31K Sell
2021
Q1
$35K Sell
2020
Q4
$33K Buy