Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$379K Buy
2022
Q4
$236K Buy
2022
Q3
Sell
2022
Q2
$225K Buy
2022
Q1
$228K Sell
2021
Q4
$252K Sell
2021
Q3
$673K Sell
2021
Q2
$845K Sell
2021
Q1
$705K Sell
2020
Q4
$615K Sell
2020
Q3
$922K Buy
2020
Q2
$436K Buy
2018
Q1
Sell
2017
Q4
$5.95M Buy