Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$165K Sell
2023
Q2
$391K Sell
2023
Q1
$502K Buy
2022
Q2
$339K Sell
2022
Q1
$406K Buy
2021
Q4
Sell
2021
Q3
$1.85M Buy
2021
Q2
$2.09M Buy
2021
Q1
$2.01M Buy
2020
Q4
$1.41M Buy
2020
Q3
$1.28M Sell
2020
Q2
$1.52M Buy
2019
Q2
Sell
2019
Q1
$78K Buy
2018
Q4
Sell
2018
Q3
$167K Buy
2018
Q2
$70K Buy
2018
Q1
Sell
2017
Q4
$65K Buy