Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$163K Sell
2022
Q4
$172K Sell
2022
Q3
$230K Hold
2022
Q2
$249K Hold
2022
Q1
$377K Hold
2021
Q4
$401K Sell
2021
Q3
$588K Sell
2021
Q2
$1.03M Hold
2021
Q1
$911K Hold
2020
Q4
$880K Sell
2020
Q3
$634K Hold
2020
Q2
$578K Hold
2020
Q1
$365K Sell
2019
Q4
$871K Sell
2019
Q3
$786K Hold
2019
Q2
$635K Hold
2019
Q1
$590K Buy