Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$285K Sell
2023
Q1
$467K Sell
2022
Q4
$580K Sell
2022
Q3
$518K Sell
2022
Q2
$560K Sell
2022
Q1
$1.13M Buy
2021
Q4
$1.99M Sell
2021
Q3
$1.95M Buy
2021
Q2
$1.9M Sell
2021
Q1
$1.94M Sell
2020
Q4
$2M Sell
2020
Q3
$1.43M Sell
2020
Q2
$1.35M Buy
2020
Q1
$456K Sell
2019
Q4
$580K Sell
2019
Q3
$841K Sell
2019
Q2
$963K Buy
2019
Q1
$1.04M Buy
2018
Q4
$720K Buy