Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$251K Sell
2022
Q4
$4.14M Sell
2022
Q3
$4.08M Buy
2022
Q2
$4.43M Sell
2022
Q1
$5.12M Buy
2021
Q4
$4.72M Buy
2021
Q3
$4.56M Buy
2021
Q2
$4.94M Buy
2021
Q1
$4.56M Buy
2020
Q4
$3.81M Buy
2020
Q3
$3.48M Sell
2020
Q2
$3.52M Buy
2020
Q1
$2.77M Buy
2018
Q2
Sell
2018
Q1
$221K Sell
2017
Q4
$294K Buy