Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$881K Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.17M Buy
2022
Q2
$985K Sell
2022
Q1
$1.62M Sell
2021
Q4
$2.27M Buy
2021
Q3
$1.92M Buy
2021
Q2
$1.86M Buy
2021
Q1
$1.6M Buy
2020
Q4
$1.34M Buy
2020
Q3
$945K Buy
2019
Q2
Sell
2019
Q1
$70K Buy
2018
Q3
Sell
2018
Q2
$71K Buy
2018
Q1
Sell
2017
Q4
$60K Buy