Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.09M Buy
2023
Q2
$993K Sell
2023
Q1
$757K Sell
2022
Q4
$1.42M Buy
2022
Q3
$1.4M Buy
2022
Q2
$751K Buy
2022
Q1
$819K Sell
2021
Q4
$1.34M Sell
2021
Q3
$1.01M Buy
2021
Q2
$913K Sell
2021
Q1
$911K Buy
2019
Q3
Sell
2019
Q2
$14K Hold
2019
Q1
$12K Hold
2018
Q4
$12K Buy