Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.12M Sell
2023
Q2
$1.72M Buy
2023
Q1
$700K Buy
2022
Q4
$343K Sell
2022
Q3
$2.09M Buy
2022
Q2
$1.67M Buy
2022
Q1
$2.6M Sell
2021
Q4
$2.85M Buy
2021
Q3
$2.06M Buy
2021
Q2
Sell
2021
Q1
$1.74M Sell
2020
Q4
$2.11M Sell
2020
Q3
$1.38M Sell
2020
Q2
$1.04M Buy
2020
Q1
$204K Buy
2019
Q2
Sell
2019
Q1
$2K Sell
2018
Q4
$8K Buy