Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$262K Sell
2022
Q4
$400K Sell
2022
Q3
$356K Buy
2022
Q2
$378K Sell
2022
Q1
$550K Sell
2021
Q4
$712K Buy
2021
Q3
$609K Sell
2021
Q2
$616K Sell
2021
Q1
$774 Sell
2020
Q4
$765K Sell
2020
Q3
$781K Sell
2020
Q2
$1.01M Sell
2020
Q1
$903K Sell
2019
Q4
$1.3M Buy