Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.89M Sell
2022
Q4
$2.02M Buy
2022
Q3
$1.51M Sell
2022
Q2
$1.64M Sell
2022
Q1
$1.49M Sell
2021
Q4
$1.42M Buy
2021
Q3
$1.33M Buy
2021
Q2
$1.32M Sell
2021
Q1
$1.27M Sell
2020
Q4
$1.35M Buy
2020
Q3
$782K Sell
2020
Q2
$778K Sell
2020
Q1
$5.5M Buy
2019
Q4
$257K Sell
2019
Q3
$239K Sell
2019
Q2
$244K Buy
2019
Q1
$242K Sell
2018
Q4
$224K Buy