Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$966K Sell
2023
Q2
$1.1M Sell
2023
Q1
$975K Sell
2022
Q4
$909K Sell
2022
Q3
$821K Sell
2022
Q2
$889K Sell
2022
Q1
$1.04M Sell
2021
Q4
$1.43M Sell
2021
Q3
$1.26M Buy
2021
Q2
Sell
2021
Q1
$1.33M Sell
2020
Q4
$1.22M Sell
2020
Q3
$1.27M Sell
2020
Q2
$1.02M Sell
2020
Q1
$917K Buy
2019
Q4
$1.34M Buy
2019
Q3
$1.24M Sell
2019
Q2
$1.15M Buy