Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$382K Sell
2022
Q4
$490K Hold
2022
Q3
$408K Sell
2022
Q2
$1.54M Sell
2022
Q1
$1.93M Hold
2021
Q4
$1.61M Sell
2021
Q3
$1.54M Buy
2020
Q3
Sell
2020
Q2
$533K Sell
2020
Q1
$432K Buy
2019
Q3
Sell
2019
Q2
$440K Buy
2019
Q1
Sell
2018
Q4
$577K Buy