Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$561K Sell
2023
Q3
$648K Sell
2023
Q2
$906K Sell
2023
Q1
$880K Sell
2022
Q4
$570K Buy
2022
Q3
$514K Buy
2022
Q2
$512K Buy
2022
Q1
$781K Buy
2021
Q4
$896K Hold
2021
Q3
$863K Buy
2021
Q2
$945K Sell
2021
Q1
$922K Sell
2020
Q4
$1.13M Sell
2020
Q3
$950K Sell
2020
Q2
$1.16M Sell
2020
Q1
$3.82M Sell
2019
Q4
$4.81M Sell
2019
Q3
$3.96M Sell
2019
Q2
$6.01M Buy
2019
Q1
$3.8M Sell
2018
Q4
$11.5M Sell
2018
Q3
$20.1M Buy