Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.23M Sell
2022
Q4
$1.05M Hold
2022
Q3
$1.01M Hold
2022
Q2
$1.21M Sell
2022
Q1
$2.6M Sell
2021
Q4
$2.71M Hold
2021
Q3
$2.88M Buy
2021
Q2
$2.75M Hold
2021
Q1
$2.58M Sell
2020
Q4
$2.92M Buy
2020
Q3
$1.75M Buy
2020
Q2
$1.56M Buy
2020
Q1
$979K Buy
2019
Q4
$742K Buy
2019
Q3
$654K Hold
2019
Q2
$602K Hold
2019
Q1
$676K Hold
2018
Q4
$561K Buy