Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$293K Sell
2022
Q4
$405K Sell
2022
Q3
$399K Buy
2022
Q2
$405K Buy
2022
Q1
$452K Buy
2021
Q4
$435K Hold
2021
Q3
$404K Buy
2021
Q2
$351K Buy
2021
Q1
$294K Sell
2020
Q4
$249K Buy
2020
Q1
Sell
2019
Q4
$2.36M Sell
2019
Q3
$2.1M Sell
2019
Q2
$2.29M Buy
2019
Q1
$1.93M Buy