Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$241K Sell
2022
Q3
$262K Sell
2022
Q2
$354K Hold
2022
Q1
$444K Sell
2021
Q4
$569K Sell
2021
Q3
$501K Sell
2021
Q2
$441K Sell
2021
Q1
$502K Hold
2020
Q4
$479K Sell
2020
Q3
$384K Sell
2020
Q2
$360K Buy
2020
Q1
$306K Buy