Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$3M Buy
2022
Q3
$1.68M Sell
2022
Q2
$1.82M Sell
2022
Q1
$2.49M Sell
2021
Q4
$4.7M Buy
2021
Q3
$2.09M Sell
2021
Q2
$2.89M Sell
2021
Q1
$4.02M Buy
2020
Q4
$495K Buy
2020
Q3
$210K Sell
2020
Q2
$706K Buy
2020
Q1
Sell
2019
Q4
$597K Sell
2019
Q3
$2.28M Buy