Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$781K Buy
2023
Q1
$396K Sell
2022
Q4
$1.27M Buy
2022
Q3
$1.04M Buy
2022
Q2
$932K Buy
2022
Q1
$439K Sell
2021
Q4
$1.38M Buy
2021
Q3
$643K Buy
2021
Q2
$335K Buy
2020
Q4
Sell
2020
Q3
$691K Sell
2020
Q2
$1.31M Buy
2019
Q4
Sell
2019
Q3
$247K Sell
2019
Q2
$661K Buy
2019
Q1
Sell
2018
Q4
$343K Buy