Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$405K Sell
2022
Q4
$558K Buy
2022
Q3
$541K Sell
2022
Q2
$570K Hold
2022
Q1
$569K Sell
2021
Q4
$661K Sell
2021
Q3
$679K Sell
2021
Q2
$763K Buy
2021
Q1
$704K Sell
2020
Q4
$920K Sell
2020
Q3
$903K Sell
2020
Q2
$2.76M Sell
2020
Q1
$2.84M Sell
2019
Q4
$3.33M Sell
2019
Q3
$3.56M Sell
2019
Q2
$5.17M Sell
2019
Q1
$4.93M Buy