Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$532K Buy
2022
Q3
$586K Buy
2022
Q2
$652K Buy
2022
Q1
$822K Buy
2021
Q4
$361K Buy
2021
Q3
$302K Sell
2021
Q2
$520K Hold
2021
Q1
$387K Sell
2020
Q4
$657K Sell
2020
Q3
$520K Buy
2020
Q2
$373K Sell
2020
Q1
$245K Buy
2019
Q3
Sell
2019
Q2
$205K Sell
2019
Q1
$232K Buy
2017
Q1
Sell
2016
Q4
$48K Buy