Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$482K Sell
2023
Q1
$616K Buy
2022
Q4
$548K Sell
2022
Q3
$1.21M Buy
2020
Q2
$1.75M Buy
2020
Q1
$957K Buy
2019
Q4
$974K Buy
2019
Q3
$866K Buy
2019
Q2
$945K Buy
2019
Q1
$832K Buy
2018
Q4
$652K Buy
2018
Q3
$581K Buy
2018
Q2
$398K Buy
2018
Q1
$305K Buy
2017
Q4
$223K Buy