Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$528K Sell
2023
Q3
$572K Sell
2023
Q2
$663K Hold
2023
Q1
$683K Sell
2022
Q4
$1.04M Sell
2022
Q3
$1.08M Sell
2022
Q2
$1.36M Hold
2022
Q1
$1.91M Sell
2021
Q4
$2.78M Sell
2021
Q3
$3.08M Sell
2021
Q2
$3M Sell
2021
Q1
$2.91M Sell
2020
Q4
$2.48M Sell
2020
Q3
$1.78M Sell
2020
Q2
$5.09M Sell
2020
Q1
$5.22M Buy
2019
Q4
$2M Buy
2019
Q3
$1.34M Buy
2019
Q2
$1.38M Buy