Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$699K Sell
2023
Q1
$640K Sell
2022
Q4
$656K Sell
2022
Q3
$590K Sell
2022
Q2
$750K Sell
2022
Q1
$922K Sell
2021
Q4
$981K Sell
2021
Q3
$958K Sell
2021
Q2
$1.08M Sell
2021
Q1
$1.04M Sell
2020
Q4
$1.18M Buy
2019
Q2
Sell
2019
Q1
$1.3M Sell
2018
Q4
$1.31M Sell
2018
Q3
$1.42M Sell
2018
Q2
$1.53M Sell
2018
Q1
$1.97M Sell
2017
Q4
$2.5M Buy
2017
Q3
$2.31M Buy
2017
Q2
$2.03M Buy