Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$310K Buy
2023
Q2
$364K Sell
2023
Q1
$427K Buy
2022
Q2
$465K Sell
2022
Q1
$765K Sell
2021
Q4
$1.12M Buy
2021
Q3
$1.03M Buy
2021
Q2
$879K Buy
2021
Q1
$695K Buy
2020
Q4
$427K Buy
2020
Q3
$215K Buy
2019
Q2
Sell
2019
Q1
$19K Buy
2018
Q3
Sell
2018
Q2
$18K Buy
2018
Q1
Sell
2017
Q4
$19K Buy