Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$680K Sell
2023
Q1
$1.29M Buy
2022
Q4
$711K Sell
2022
Q3
$1.03M Sell
2022
Q2
$1.65M Sell
2022
Q1
$2.91M Sell
2021
Q4
$3.28M Buy
2021
Q3
$2.55M Sell
2021
Q2
$2.84M Sell
2021
Q1
$2.51M Sell
2020
Q4
$2.48M Buy
2020
Q3
$1M Buy
2020
Q1
Sell
2019
Q4
$978K Sell
2019
Q3
$889K Sell
2019
Q2
$1.41M Buy