Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$271K Sell
2023
Q1
$745K Buy
2022
Q2
Sell
2022
Q1
$1.02M Buy
2021
Q3
$305K Sell
2021
Q2
$417K Buy
2021
Q1
$334K Buy
2020
Q4
$289K Sell
2020
Q3
$252K Buy