Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$11.1K Buy
2022
Q2
Sell
2022
Q1
$207K Sell
2021
Q4
$934K Buy
2021
Q3
$873K Sell
2021
Q2
$622K Buy
2021
Q1
$1.45M Buy
2020
Q4
$1.44M Sell
2020
Q3
$1.44M Buy
2020
Q2
$1.07M Buy
2018
Q3
Sell
2018
Q2
$353K Buy
2018
Q1
Sell
2017
Q4
$252K Buy
2017
Q3
$212K Buy
2016
Q3
Sell
2016
Q2
$2.6M Sell
2016
Q1
$2.39M Hold
2015
Q4
$2.39M Buy