Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.01M Hold
2022
Q4
$906K Sell
2022
Q3
$1.8M Sell
2022
Q2
$1.73M Buy
2022
Q1
$2.13M Sell
2021
Q4
$2.36M Buy
2021
Q3
$2.28M Buy
2021
Q2
$2.38M Buy
2021
Q1
$1.92M Buy
2020
Q4
$1.08M Hold
2020
Q3
$986K Buy
2020
Q2
$724K Buy
2020
Q1
$599K Sell
2019
Q4
$760K Hold
2019
Q3
$650K Hold
2019
Q2
$528K Hold
2019
Q1
$489K Hold
2018
Q4
$403K Buy