Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$133K Sell
2023
Q1
$146K Sell
2022
Q4
$210K Buy
2022
Q3
$136K Sell
2022
Q2
$205K Sell
2022
Q1
$241K Sell
2021
Q4
$395K Sell
2021
Q3
$432K Sell
2021
Q2
$554K Sell
2021
Q1
$616K Sell
2020
Q4
$1.28M Buy