Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$373K Sell
2023
Q1
$421K Buy
2022
Q4
$374K Sell
2022
Q3
$407K Sell
2022
Q2
$456K Sell
2022
Q1
$609K Sell
2021
Q4
$501K Sell
2021
Q3
$462K Sell
2021
Q2
$443K Sell
2021
Q1
$525K Sell
2020
Q4
$477K Buy
2019
Q2
Sell
2019
Q1
$374K Sell
2018
Q4
$522K Sell
2018
Q3
$710K Buy
2018
Q2
$585K Buy
2018
Q1
$449K Sell
2017
Q4
$521K Sell
2017
Q3
$653K Sell
2017
Q2
$3.27M Buy