Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$482K Sell
2022
Q4
$642K Sell
2022
Q3
$563K Buy
2022
Q2
$287K Buy
2022
Q1
$321K Buy
2021
Q4
$333K Buy
2021
Q3
$293K Buy
2021
Q2
Sell
2021
Q1
$292K Sell
2020
Q4
$768K Buy
2020
Q3
$650K Buy
2020
Q2
$577K Sell
2020
Q1
$885K Buy
2019
Q4
$1.35M Sell
2019
Q3
$1.38M Sell
2019
Q2
$1.27M Buy