Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.11M Sell
2023
Q1
$875K Buy
2022
Q4
$707K Hold
2022
Q3
$593K Sell
2022
Q2
$801K Sell
2022
Q1
$998K Sell
2021
Q4
$1.2M Buy
2021
Q3
$1.25M Buy
2021
Q2
$1.27M Sell
2021
Q1
$1.08M Sell
2020
Q4
$1.1M Hold
2020
Q3
$1.12M Sell
2020
Q2
$1.15M Hold
2020
Q1
$843K Hold
2019
Q4
$914K Buy