Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$227K Sell
2022
Q3
$225K Sell
2022
Q2
$435K Buy
2021
Q3
Sell
2021
Q2
$448K Buy
2021
Q1
$377K Sell
2020
Q4
$575K Buy
2020
Q3
Sell
2020
Q2
$824K Sell
2020
Q1
$815K Sell
2019
Q4
$1.39M Buy
2019
Q3
$1.23M Sell
2019
Q2
$1.16M Buy
2019
Q1
$1.13M Sell
2018
Q4
$1.06M Sell
2018
Q3
$1.12M Buy
2018
Q2
$1.1M Sell
2018
Q1
$1.14M Sell
2017
Q4
$1.04M Sell
2017
Q3
$1.41M Sell
2017
Q2
$1.52M Buy