Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$909K Sell
2022
Q4
$801K Sell
2022
Q3
$1.09M Sell
2022
Q2
$1.05M Sell
2022
Q1
$1.8M Sell
2021
Q4
$1.87M Sell
2021
Q3
$1.85M Sell
2021
Q2
$2.05M Buy
2021
Q1
$1.29M Buy
2020
Q4
$1.33M Buy
2020
Q3
$1.26M Sell
2020
Q2
$1.25M Sell
2020
Q1
$930K Buy
2019
Q4
$599K Hold
2019
Q3
$562K Sell
2019
Q2
$674K Hold
2019
Q1
$634K Hold
2018
Q4
$535K Buy
2018
Q3
$517K Hold
2018
Q2
$439K Buy
2018
Q1
$323K Hold
2017
Q4
$261K Hold
2017
Q3
$214K Buy