Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$609K Sell
2023
Q2
$627K Sell
2023
Q1
$651K Buy
2022
Q4
$289K Buy
2022
Q2
Sell
2022
Q1
$1.31M Sell
2021
Q4
$2.26M Sell
2021
Q3
$2.07M Buy
2021
Q2
$215K Hold
2021
Q1
$205K Buy
2019
Q4
Sell
2019
Q3
$838K Sell
2019
Q2
$947K Sell
2019
Q1
$1.11M Buy
2018
Q4
$152K Buy