Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$206K Sell
2023
Q1
$230K Buy
2022
Q4
Sell
2022
Q3
$245K Sell
2022
Q2
$430K Sell
2022
Q1
$974K Sell
2021
Q4
$1.46M Sell
2021
Q3
$1.92M Sell
2021
Q2
$2.06M Sell
2021
Q1
$2.06M Sell
2020
Q4
$3.28M Sell
2020
Q3
$2.25M Buy
2020
Q2
$1.81M Buy
2020
Q1
$1.39M Buy
2019
Q4
$1.16M Sell
2019
Q3
$1M Sell
2019
Q2
$1.31M Buy
2019
Q1
$832K Buy