Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.08M Sell
2023
Q1
$1.12M Buy
2022
Q4
$960K Sell
2022
Q3
$837K Buy
2022
Q2
$880K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.27M Buy
2021
Q3
$1.25M Hold
2021
Q2
$1.22M Buy
2021
Q1
$1.16M Buy
2020
Q4
$995K Sell
2020
Q3
$910K Buy
2020
Q2
$1.05M Sell
2020
Q1
$998K Sell
2019
Q4
$1.19M Buy