Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$201K Sell
2023
Q3
$211K Sell
2023
Q2
$806K Buy
2023
Q1
$560K Buy
2022
Q4
$514K Buy
2021
Q1
Sell
2020
Q4
$1.06M Sell
2020
Q3
$1.32M Sell
2020
Q2
$1.25M Buy
2020
Q1
$868K Buy
2019
Q4
$1.03M Buy
2019
Q3
$678K Buy
2019
Q2
$300K Hold
2019
Q1
$230K Buy