Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$448K Sell
2022
Q4
$481K Buy
2022
Q3
$354K Sell
2022
Q2
$388K Sell
2022
Q1
$485K Sell
2021
Q4
$426K Sell
2021
Q3
$517K Sell
2021
Q2
$767K Sell
2021
Q1
$939K Sell
2020
Q4
$1.01M Sell
2020
Q3
$941K Sell
2020
Q2
$913K Buy
2020
Q1
$735K Buy
2019
Q4
$893K Sell
2019
Q3
$791K Sell
2019
Q2
$808K Sell
2019
Q1
$757K Sell
2018
Q4
$794K Buy