Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$350K Sell
2023
Q1
$1.35M Buy
2022
Q4
$548K Sell
2022
Q3
$739K Hold
2022
Q2
$840K Sell
2022
Q1
$1.11M Sell
2021
Q4
$2.38M Sell
2021
Q3
$4.66M Buy
2021
Q2
$5.19M Sell
2021
Q1
$6.23M Buy
2020
Q4
$3.33M Buy
2020
Q3
$1.61M Buy
2020
Q2
$1.19M Buy
2017
Q4
Sell
2017
Q3
$1.65M Buy
2017
Q2
$1.21M Buy