Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$523K Buy
2023
Q3
$507K Buy
2023
Q2
$473K Sell
2023
Q1
$448K Sell
2022
Q4
$350K Sell
2022
Q3
$672K Buy
2022
Q2
$951K Sell
2022
Q1
$870K Buy
2021
Q4
$850K Hold
2021
Q3
$850K Buy
2021
Q2
$1.14M Buy
2021
Q1
$1.02M Buy
2020
Q4
$802K Buy
2020
Q1
Sell
2019
Q4
$261K Buy