Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$367K Sell
2023
Q2
$1.93M Sell
2023
Q1
$1.84M Sell
2022
Q4
$1.7M Sell
2022
Q3
$1.77M Sell
2022
Q2
$2.2M Buy
2022
Q1
$1.54M Buy
2021
Q4
$1.41M Sell
2021
Q3
$1.16M Sell
2021
Q2
$1.03M Buy
2021
Q1
$801K Buy
2020
Q4
$589K Buy
2020
Q3
$272K Sell
2020
Q2
$402K Buy
2020
Q1
$268K Buy
2017
Q3
Sell
2017
Q2
$346K Buy
2016
Q2
Sell
2016
Q1
$230K Buy