Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$347K Sell
2023
Q1
$596K Sell
2022
Q4
$681K Sell
2022
Q3
$1.06M Sell
2022
Q2
$875K Buy
2022
Q1
$1.36M Buy
2021
Q4
$2.17M Sell
2021
Q3
$3.24M Sell
2021
Q2
$3.81M Sell
2021
Q1
$3.47M Sell
2020
Q4
$3.5M Sell
2020
Q3
$2.97M Sell
2020
Q2
$2.82M Buy
2020
Q1
$1.35M Buy
2019
Q4
$1.34M Buy
2019
Q3
$1.25M Buy
2019
Q2
$1.37M Buy
2019
Q1
$1.17M Buy
2018
Q4
$705K Buy
2018
Q3
$582K Buy