Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.2M Buy
2023
Q2
$1.07M Sell
2023
Q1
$873K Sell
2022
Q4
$698K Sell
2022
Q3
$788K Sell
2022
Q2
$635K Buy
2022
Q1
$1.08M Buy
2021
Q4
$1.23M Buy
2021
Q3
$1.31M Buy
2021
Q2
$1.45M Sell
2021
Q1
$1.67M Sell
2020
Q4
$1.57M Buy
2020
Q3
$1M Sell
2020
Q2
$866K Sell
2020
Q1
$789K Buy
2019
Q4
$744K Buy
2019
Q3
$596K Buy
2019
Q2
$461K Buy