Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$121K Sell
2022
Q4
$456K Sell
2022
Q3
$1.56M Sell
2022
Q2
$1.37M Buy
2021
Q3
Sell
2021
Q2
$5.41M Buy
2021
Q1
$2.15M Sell
2020
Q4
$5.04M Buy
2020
Q3
$191K Buy
2015
Q4
Sell
2015
Q3
$837K Buy