Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$220K Buy
2022
Q3
Sell
2022
Q2
$211K Buy
2022
Q1
$317K Buy
2021
Q4
$464K Sell
2021
Q3
$524K Sell
2021
Q2
$537K Sell
2021
Q1
$494K Buy
2020
Q4
$560K Buy
2020
Q3
Sell
2020
Q2
$420K Sell
2020
Q1
$346K Buy