Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$685K Buy
2023
Q1
$639K Sell
2022
Q4
$726K Sell
2022
Q3
$745K Sell
2022
Q2
$1.01M Sell
2022
Q1
$1.08M Sell
2021
Q4
$929K Buy
2021
Q3
$807K Buy
2021
Q2
$838K Buy
2021
Q1
$858K Buy
2020
Q4
$688K Buy
2020
Q1
Sell
2019
Q4
$840K Sell
2019
Q3
$811K Sell
2019
Q2
$1.7M Buy