Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$254K Buy
2022
Q4
$302K Sell
2022
Q3
$388K Sell
2022
Q2
$1.36M Sell
2022
Q1
$1.53M Sell
2021
Q4
$1.66M Sell
2021
Q3
$1.24M Sell
2021
Q2
$2.08M Sell
2021
Q1
$3.48M Sell
2020
Q4
$2.97M Buy
2020
Q3
$2.01M Buy
2020
Q2
$1.73M Buy