Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$608K Sell
2023
Q1
$683K Sell
2022
Q4
$725K Sell
2022
Q3
$731K Sell
2022
Q2
$862K Sell
2022
Q1
$1.28M Sell
2021
Q4
$1.25M Sell
2021
Q3
$1.16M Buy
2021
Q2
$1.14M Sell
2021
Q1
$1.19M Sell
2020
Q4
$1.16M Buy
2019
Q2
Sell
2019
Q1
$945K Buy
2018
Q4
$790K Sell
2018
Q3
$1.15M Buy
2018
Q2
$1.08M Buy
2018
Q1
$849K Sell
2017
Q4
$990K Sell
2017
Q3
$1.03M Buy
2017
Q2
$953K Buy