Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$294K Hold
2022
Q4
$238K Sell
2022
Q3
$233K Sell
2022
Q2
$342K Sell
2022
Q1
$1.17M Sell
2021
Q4
$1.22M Sell
2021
Q3
$1.47M Buy
2021
Q2
$1.54M Buy
2021
Q1
$1.64M Buy
2020
Q4
$1.27M Sell
2020
Q3
$1.38M Buy
2020
Q2
$1.77M Sell
2020
Q1
$12.6M Buy
2019
Q4
$746K Buy
2019
Q3
$613K Sell
2019
Q2
$609K Sell
2019
Q1
$685K Sell
2018
Q4
$602K Buy