Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.16M Buy
2023
Q1
$987K Sell
2022
Q4
$915K Sell
2022
Q3
$996K Buy
2022
Q2
$1.01M Buy
2022
Q1
$1.15M Buy
2021
Q4
$1.16M Buy
2021
Q3
$888K Buy
2021
Q2
$634K Buy
2021
Q1
$509K Buy
2020
Q4
$425K Sell
2020
Q3
$451K Buy
2020
Q2
$369K Buy
2020
Q1
$278K Buy
2019
Q4
$365K Buy
2019
Q3
$250K Buy
2019
Q2
$244K Buy