Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$3.86M Buy
2023
Q3
$2.79M Sell
2023
Q2
$2.67M Sell
2023
Q1
$2.07M Buy
2022
Q4
$326K Buy
2022
Q3
$245K Buy
2022
Q1
Sell
2021
Q4
$562K Buy
2021
Q3
$262K Buy
2021
Q2
$239K Buy
2021
Q1
Sell
2020
Q4
$543K Buy
2020
Q3
$335K Buy
2020
Q1
Sell
2019
Q4
$212K Buy