Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$221K Sell
2023
Q1
$912K Buy
2022
Q4
$869K Buy
2022
Q3
$477K Sell
2022
Q2
$689K Sell
2022
Q1
$1.13M Sell
2021
Q4
$1.57M Sell
2021
Q3
$1.44M Sell
2021
Q2
$1.69M Buy
2021
Q1
$1.05M Buy
2020
Q4
$1.1M Buy
2020
Q3
$786K Sell
2020
Q2
$768K Sell
2020
Q1
$676K Buy
2017
Q3
Sell
2017
Q2
$100K Buy