Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$390K Sell
2022
Q3
$691K Sell
2022
Q2
$982K Buy
2022
Q1
$1.13M Buy
2021
Q4
$1.22M Buy
2021
Q3
$1.2M Buy
2021
Q2
$1.34M Buy
2021
Q1
$1.3M Buy
2020
Q4
$1.1M Buy
2020
Q3
$994K Buy
2020
Q2
$745K Buy
2020
Q1
$370K Buy
2019
Q4
$206K Buy
2016
Q4
Sell
2016
Q3
$401K Hold
2016
Q2
$398K Hold
2016
Q1
$379K Buy