Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$314K Sell
2023
Q1
$387K Buy
2022
Q4
$303K Hold
2022
Q3
$303K Buy
2022
Q2
$412K Sell
2022
Q1
$470K Buy
2021
Q4
$467K Sell
2021
Q3
$597K Sell
2021
Q2
$694K Buy
2021
Q1
$722K Sell
2020
Q4
$714K Buy
2020
Q3
$656K Sell
2020
Q2
$713K Sell
2020
Q1
$691K Sell
2019
Q4
$1.12M Buy
2019
Q3
$1.06M Sell
2019
Q2
$951K Sell
2019
Q1
$919K Sell
2018
Q4
$934K Buy