Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$3.22M Buy
2022
Q4
$3.46M Sell
2022
Q3
$2.81M Sell
2022
Q2
$2.96M Buy
2022
Q1
$3.2M Buy
2021
Q4
$1.88M Buy
2021
Q3
$923K Sell
2021
Q2
$984K Hold
2021
Q1
$985K Buy
2020
Q4
$785K Buy
2020
Q3
$603K Sell
2020
Q2
$772K Sell
2020
Q1
$6.38M Buy
2019
Q4
$986K Buy
2019
Q3
$910K Hold
2019
Q2
$1M Hold
2019
Q1
$991K Sell
2018
Q4
$960K Buy