Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-272,200
Closed -$4.18M 116
2022
Q4
$4.18M Sell
272,200
-8,370
-3% -$126K 1.98% 19
2022
Q3
$3.9M Buy
280,570
+18,370
+7% +$239K 2.07% 14
2022
Q2
$2.81M Hold
262,200
1.58% 18
2022
Q1
$3.85M Buy
262,200
+5,000
+2% +$74.1K 1.87% 17
2021
Q4
$3.65M Sell
257,200
-2,000
-0.8% -$28.3K 1.85% 18
2021
Q3
$3.94M Sell
259,200
-3,960
-2% -$56.6K 2.35% 12
2021
Q2
$3.75M Sell
263,160
-12,000
-4% -$167K 2.44% 13
2021
Q1
$3.76M Sell
275,160
-17,840
-6% -$228K 2.71% 11
2020
Q4
$3.18M Sell
293,000
-27,000
-8% -$277K 2.39% 14
2020
Q3
$2.86M Sell
320,000
-57,000
-15% -$463K 2.17% 13
2020
Q2
$2.87M Sell
377,000
-6,500
-2% -$47.3K 2.24% 14
2020
Q1
$2.95M Buy
383,500
+1,300
+0.3% +$14.3K 2.68% 11
2019
Q4
$5.43M Hold
382,200
3.46% 9
2019
Q3
$4.06M Sell
382,200
-10,500
-3% -$109K 2.83% 10
2019
Q2
$3.85M Buy
392,700
+5,000
+1% +$48.1K 2.63% 11
2019
Q1
$3.37M Sell
387,700
-4,000
-1% -$34.9K 2.33% 15
2018
Q4
$3.07M Sell
391,700
-5,000
-1% -$43.5K 2.53% 13
2018
Q3
$3.31M Buy
396,700
+50,300
+15% +$453K 2.29% 15
2018
Q2
$3.53M Buy
+346,400
New +$2.87M 2.57% 15