Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$364K Buy
2023
Q1
$372K Buy
2022
Q4
$301K Sell
2022
Q3
$523K Sell
2022
Q2
$895K Sell
2022
Q1
$1M Buy
2021
Q4
$958K Sell
2021
Q3
$1.55M Buy
2021
Q2
$2.29M Buy
2021
Q1
$1.59M Sell
2020
Q4
$1.7M Buy
2020
Q3
$2.12M Sell
2020
Q2
$1.34M Buy