Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1M Hold
2023
Q3
$791K Sell
2023
Q2
$844K Hold
2023
Q1
$695K Sell
2022
Q4
$658K Sell
2022
Q3
$529K Sell
2022
Q2
$558K Buy
2022
Q1
$630K Hold
2021
Q4
$740K Sell
2021
Q3
$577K Buy
2021
Q2
$543K Hold
2021
Q1
$553K Buy
2020
Q4
$431K Hold
2020
Q3
$323K Hold
2020
Q2
$324K Hold
2020
Q1
$239K Hold
2019
Q4
$297K Hold
2019
Q3
$266K Buy