Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$152K Sell
2023
Q1
$179K Sell
2022
Q4
$520K Sell
2022
Q3
$512K Buy
2022
Q2
$400K Sell
2022
Q1
$611K Sell
2021
Q4
$741K Sell
2021
Q3
$1.12M Sell
2021
Q2
$1.46M Sell
2021
Q1
$1.63M Sell
2020
Q4
$1.67M Buy
2020
Q3
$1.65M Buy
2020
Q2
$1.4M Buy
2020
Q1
$814K Buy
2019
Q4
$71K Buy
2019
Q3
$10K Buy