Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$763K Buy
2023
Q2
$896K Sell
2023
Q1
$860K Buy
2022
Q4
$898K Sell
2022
Q3
$965K Buy
2021
Q2
Sell
2021
Q1
$1.55M Sell
2020
Q4
$2.17M Sell
2020
Q3
$1.89M Sell
2020
Q2
$1.61M Buy
2020
Q1
$1.04M Sell
2019
Q4
$1.73M Sell
2019
Q3
$1.38M Sell
2019
Q2
$1.56M Sell
2019
Q1
$1.33M Sell
2018
Q4
$1.17M Buy
2018
Q3
$1.46M Sell
2018
Q2
$1.18M Buy
2018
Q1
$826K Sell
2017
Q4
$632K Sell
2017
Q3
$590K Sell
2017
Q2
$544K Buy