Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$378K Sell
2022
Q4
$452K Buy
2022
Q3
$394K Sell
2022
Q2
$1.51M Buy
2022
Q1
$1.42M Hold
2021
Q4
$1.48M Sell
2021
Q3
$1.64M Buy
2021
Q1
Sell
2020
Q4
$805K Buy
2020
Q1
Sell
2019
Q4
$523K Buy
2019
Q3
$471K Sell
2019
Q2
$488K Sell
2019
Q1
$768K Buy