Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$865K Hold
2022
Q4
$788K Sell
2022
Q3
$663K Sell
2022
Q2
$792K Buy
2022
Q1
$1.03M Sell
2021
Q4
$1.22M Buy
2021
Q3
$1.05M Buy
2021
Q2
$992K Sell
2021
Q1
$973K Sell
2020
Q4
$901K Buy
2020
Q3
$729K Sell
2020
Q2
$1.01M Sell
2020
Q1
$6.79M Buy
2019
Q4
$1.05M Sell
2019
Q3
$1.06M Buy
2019
Q2
$1.22M Hold
2019
Q1
$1.21M Sell
2018
Q4
$975K Buy