Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$482K Sell
2023
Q1
$629K Sell
2022
Q4
$718K Sell
2022
Q3
$666K Sell
2022
Q2
$785K Hold
2022
Q1
$903K Sell
2021
Q4
$1.09M Sell
2021
Q3
$1.21M Sell
2021
Q2
$1.38M Sell
2021
Q1
$1.38M Sell
2020
Q4
$1.54M Buy
2020
Q3
$1.4M Buy
2020
Q2
$1.34M Sell
2020
Q1
$1.18M Sell
2019
Q4
$1.6M Sell
2019
Q3
$1.73M Sell
2019
Q2
$3.01M Buy
2019
Q1
$3.44M Buy
2018
Q4
$3M Buy
2018
Q3
$3.29M Buy