Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$895K Buy
2023
Q3
$590K Sell
2023
Q2
$707K Buy
2023
Q1
$879K Buy
2022
Q4
$745K Sell
2022
Q3
$798K Sell
2022
Q2
$786K Buy
2022
Q1
$1.3M Buy
2021
Q4
$1.04M Hold
2021
Q3
$1.04M Buy
2021
Q2
$574K Sell
2021
Q1
$553K Sell
2020
Q4
$655K Buy
2020
Q2
$471K Sell
2020
Q1
$402K Sell
2019
Q4
$635K Buy