Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$432K Sell
2023
Q2
$470K Sell
2023
Q1
$437K Buy
2022
Q4
$313K Sell
2022
Q3
$295K Sell
2022
Q2
$360K Sell
2022
Q1
$455K Buy
2021
Q4
$425K Sell
2021
Q3
$1.33M Buy
2021
Q2
$352K Sell
2021
Q1
$1.21M Buy
2020
Q4
$858K Buy
2020
Q3
$469K Sell
2020
Q2
$489K Sell
2020
Q1
$815K Buy
2019
Q4
$291K Buy
2019
Q1
Sell
2018
Q4
$1.23M Buy
2014
Q2
Sell
2014
Q1
$1K Buy