Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$591K Sell
2023
Q3
$673K Buy
2023
Q2
$552K Sell
2023
Q1
$740K Buy
2022
Q4
$850K Buy
2022
Q3
$514K Buy
2022
Q2
$579K Buy
2022
Q1
$565K Buy
2021
Q4
$824K Sell
2021
Q3
$1.92M Sell
2021
Q2
$1.77M Buy
2021
Q1
$882K Buy
2020
Q4
$658K Buy
2020
Q3
$429K Buy
2020
Q2
$276K Buy