Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.12M Sell
2023
Q2
$1.44M Sell
2023
Q1
$1.44M Sell
2022
Q4
$1.27M Buy
2022
Q3
$863K Buy
2022
Q2
$974K Sell
2022
Q1
$1.46M Buy
2021
Q4
$1.58M Sell
2021
Q3
$1.54M Sell
2021
Q2
$1.45M Sell
2021
Q1
$1.55M Buy
2020
Q4
$1.21M Buy
2020
Q3
$376K Buy
2020
Q2
$369K Sell
2020
Q1
$371K Sell
2019
Q4
$497K Buy
2019
Q3
$394K Sell
2019
Q2
$353K Buy
2019
Q1
$256K Buy