Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Hold
2023
Q3
Hold
2021
Q2
Sell
2021
Q1
$172K Sell
2020
Q4
$2.25M Buy
2019
Q3
Sell
2019
Q2
$796K Sell
2019
Q1
$1.07M Sell
2018
Q4
$1.54M Sell
2018
Q3
$2.49M Sell
2018
Q2
$5.37M Buy
2018
Q1
$149K Buy