Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$455K Sell
2022
Q4
$1.13M Sell
2022
Q3
$1.14M Buy
2022
Q2
$1.65M Buy
2022
Q1
$2.08M Sell
2021
Q4
$2.18M Buy
2021
Q3
$2.17M Buy
2021
Q2
$2.28M Sell
2021
Q1
$2.61M Sell
2020
Q4
$2.04M Buy
2020
Q3
$933K Buy
2020
Q2
$398K Hold
2020
Q1
$360K Hold
2019
Q4
$398K Buy
2019
Q3
$338K Buy
2019
Q2
$312K Sell
2019
Q1
$360K Buy
2018
Q4
$304K Sell
2018
Q3
$309K Sell
2018
Q2
$477K Sell
2018
Q1
$592K Buy