Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$291K Sell
2022
Q3
$273K Buy
2022
Q2
$247K Sell
2022
Q1
$284K Sell
2021
Q4
$920K Sell
2021
Q3
$1.62M Buy
2021
Q2
$1.11M Sell
2021
Q1
$1.58M Buy
2020
Q4
$1.36M Buy
2020
Q3
$1.19M Buy
2020
Q2
$995K Sell
2020
Q1
$888K Buy
2019
Q4
$502K Hold
2019
Q3
$468K Buy
2019
Q2
$491K Hold
2019
Q1
$589K Buy