Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$254K Hold
2022
Q4
$302K Hold
2022
Q3
$309K Hold
2022
Q2
$578K Sell
2022
Q1
$764K Hold
2021
Q4
$980K Buy
2021
Q3
$833K Sell
2021
Q2
$748K Hold
2021
Q1
$750K Buy
2020
Q4
$726K Hold
2020
Q3
$534K Buy
2020
Q2
$500K Hold
2020
Q1
$359K Buy
2019
Q4
$469K Hold
2019
Q3
$431K Buy
2019
Q2
$393K Buy
2019
Q1
$263K Hold
2018
Q4
$237K Buy