Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$199K Sell
2022
Q3
$240K Sell
2022
Q2
$276K Sell
2022
Q1
$870K Sell
2021
Q4
$1.38M Sell
2021
Q3
$1.73M Sell
2021
Q2
$2.13M Buy
2021
Q1
$2.09M Buy
2020
Q4
$1.09M Buy
2020
Q3
Sell
2020
Q2
$228K Buy
2020
Q1
Sell
2019
Q4
$260K Sell
2019
Q3
$233K Buy