Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$818K Sell
2022
Q4
$881K Sell
2022
Q3
$763K Sell
2022
Q2
$1.05M Buy
2022
Q1
$1.22M Sell
2021
Q4
$1.41M Buy
2021
Q3
$1.32M Buy
2021
Q2
$1.41M Buy
2021
Q1
$1.25M Buy
2020
Q4
$834K Buy
2019
Q3
Sell
2019
Q2
$210K Sell
2019
Q1
$304K Buy
2018
Q4
$369K Hold
2018
Q3
$369K Sell
2018
Q2
$411K Buy
2018
Q1
$335K Sell
2017
Q4
$415K Buy