Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$200K Sell
2022
Q4
$220K Sell
2022
Q3
$411K Sell
2022
Q2
$486K Sell
2022
Q1
$491K Sell
2021
Q4
$665K Sell
2021
Q3
$1.12M Sell
2021
Q2
$1.26M Buy
2021
Q1
$1.27M Sell
2020
Q4
$1.36M Buy
2019
Q2
Sell
2019
Q1
$422 Buy
2018
Q4
Sell
2018
Q3
$39K Sell
2018
Q2
$48K Buy