Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$963K Sell
2023
Q1
$772K Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.04M Sell
2022
Q2
$1.89M Buy
2022
Q1
$2.3M Buy
2021
Q4
$2.76M Buy
2021
Q3
$2.74M Sell
2021
Q2
$2.86M Buy
2021
Q1
$2.1M Buy
2020
Q4
$1.93M Buy
2020
Q3
Sell
2020
Q2
$671K Sell
2020
Q1
$496K Buy
2019
Q4
$352K Hold
2019
Q3
$352K Buy