Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$981K Buy
2023
Q2
$415K Buy
2022
Q4
Sell
2022
Q3
$722K Buy
2022
Q2
$325K Sell
2022
Q1
$991K Sell
2021
Q4
$1.1M Sell
2021
Q3
$1.8M Buy
2021
Q2
$1.49M Buy
2021
Q1
$996K Buy
2020
Q4
$823K Buy
2018
Q4
Sell
2018
Q3
$3K Buy
2017
Q2
Sell
2017
Q1
$0 Buy