Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$440K Buy
2022
Q3
$342K Sell
2022
Q2
$386K Sell
2022
Q1
$424K Sell
2021
Q4
$382K Sell
2021
Q3
$383K Sell
2021
Q2
$384K Sell
2021
Q1
$375K Sell
2020
Q4
$381K Sell
2020
Q3
$3.46M Sell
2020
Q2
$4.22M Sell
2020
Q1
$6.04M Buy
2019
Q4
$7.03M Sell
2019
Q3
$8.24M Buy