Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$656K Sell
2022
Q4
$853K Sell
2022
Q3
$729K Sell
2022
Q2
$904K Sell
2022
Q1
$897K Sell
2021
Q4
$1.08M Buy
2021
Q3
$700K Sell
2021
Q2
$682K Sell
2021
Q1
$642K Buy
2020
Q4
$629K Sell
2020
Q3
$607K Buy
2020
Q2
$566K Sell
2020
Q1
$4.35M Buy
2019
Q4
$614K Sell
2019
Q3
$731K Sell
2019
Q2
$935K Buy
2019
Q1
$917K Sell
2018
Q4
$1.08M Buy