Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$468K Sell
2022
Q4
$493K Buy
2022
Q3
$487K Sell
2022
Q2
$606K Sell
2022
Q1
$1.09M Buy
2021
Q4
$1.13M Buy
2021
Q3
$924K Buy
2021
Q2
$967K Buy
2021
Q1
$967K Buy
2020
Q4
$789K Sell
2020
Q3
$678K Sell
2020
Q2
$581K Sell
2020
Q1
$529K Buy
2019
Q4
$243K Buy