Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$277K Sell
2022
Q4
$370K Sell
2022
Q3
$347K Sell
2022
Q2
$438K Sell
2022
Q1
$563K Sell
2021
Q4
$865K Sell
2021
Q3
$865K Hold
2021
Q2
$973K Buy
2021
Q1
$915K Buy
2020
Q4
$735K Buy
2020
Q3
$661K Sell
2020
Q2
$653K Sell
2020
Q1
$789K Sell
2019
Q4
$1.04M Buy