Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$300K Sell
2022
Q4
$588K Sell
2022
Q3
$774K Sell
2022
Q2
$910K Buy
2022
Q1
$896K Buy
2021
Q4
$350K Hold
2021
Q3
$255K Hold
2021
Q2
$267K Buy
2021
Q1
Sell
2020
Q4
$359K Buy
2020
Q3
$206K Sell
2020
Q2
$253K Buy
2019
Q4
Sell
2019
Q3
$205K Sell
2019
Q2
$1.79M Buy
2019
Q1
$1.69M Sell
2018
Q4
$3.35M Buy