Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$224K Buy
2021
Q4
Sell
2021
Q3
$1.06M Buy
2021
Q2
$756K Buy
2021
Q1
$227K Sell
2020
Q4
$299K Buy
2020
Q3
$193K Buy
2020
Q1
Sell
2019
Q4
$471K Buy
2019
Q3
Sell
2019
Q2
$757K Buy
2019
Q1
Sell
2018
Q4
$385K Buy