Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $225K | Sell |
|
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|
2022
Q3 | $375K | Sell |
|
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|
2022
Q2 | $815K | Sell |
|
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|
2022
Q1 | $1.82M | Buy |
|
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|
2021
Q4 | $1.53M | Buy |
|
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|
2021
Q3 | $847K | Buy |
|
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|
2021
Q2 | $541K | Buy |
|
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $351K | Sell |
|
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|
2020
Q2 | $635K | Sell |
|
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|
2020
Q1 | $1.95M | Buy |
|
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|
2019
Q4 | $2.87M | Buy |
|
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|
2019
Q3 | $1.42M | Buy |
|
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|
2019
Q2 | $606K | Buy |
|
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|
2019
Q1 | $151K | Buy |
|