Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$453K Buy
2023
Q1
$416K Sell
2022
Q4
$382K Sell
2022
Q3
$326K Sell
2022
Q2
$665K Sell
2022
Q1
$755K Buy
2021
Q4
$624K Sell
2021
Q3
$673K Buy
2021
Q2
$640K Buy
2021
Q1
$249K Buy
2020
Q4
$230K Buy
2020
Q2
Sell
2020
Q1
$303K Buy
2019
Q4
$206K Hold
2019
Q3
$206K Sell
2019
Q2
$226K Buy