Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$735K Hold
2023
Q3
$702K Hold
2023
Q2
$689K Sell
2023
Q1
$630K Sell
2022
Q4
$846K Buy
2022
Q3
$705K Buy
2022
Q2
$647K Sell
2022
Q1
$629K Hold
2021
Q4
$603K Sell
2021
Q3
$636K Sell
2021
Q2
$919K Hold
2021
Q1
$937K Hold
2020
Q4
$807K Buy
2020
Q3
$538K Sell
2020
Q2
$1.64M Buy
2020
Q1
$1.12M Buy
2019
Q4
$650K Hold
2019
Q3
$482K Sell
2019
Q2
$588K Sell
2019
Q1
$683K Sell
2018
Q4
$811K Buy