Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$408K Buy
2023
Q1
Sell
2022
Q4
$878K Hold
2022
Q3
$878K Hold
2022
Q2
$843K Hold
2022
Q1
$1.15M Sell
2021
Q4
$1.79M Sell
2021
Q3
$2.37M Hold
2021
Q2
$2.37M Hold
2021
Q1
$2.47M Sell
2020
Q4
$3.17M Buy
2020
Q3
$1.93M Buy
2020
Q2
$1.52M Sell
2020
Q1
$1.44M Hold
2019
Q4
$3.21M Hold
2019
Q3
$2.93M Hold
2019
Q2
$2.87M Buy
2019
Q1
$2.37M Sell
2018
Q4
$2.24M Buy