Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$594K Buy
2023
Q3
$507K Sell
2023
Q2
$612K Buy
2023
Q1
$267K Sell
2022
Q4
$279K Sell
2022
Q3
$387K Buy
2022
Q2
$288K Sell
2022
Q1
$612K Buy
2021
Q4
$984K Sell
2021
Q3
$1.45M Buy
2021
Q2
$1.59M Hold
2021
Q1
$1.33M Sell
2020
Q4
$1.36M Buy
2020
Q3
$935K Buy
2020
Q2
$698K Sell
2020
Q1
$411K Buy
2019
Q3
$472K Buy
2019
Q2
$140K Buy