Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$441K Sell
2023
Q2
$909K Buy
2023
Q1
$692K Buy
2022
Q4
Sell
2022
Q3
$1.22M Buy
2022
Q2
$982K Buy
2022
Q1
$1.58M Buy
2021
Q4
$1.59M Buy
2021
Q3
$2.1M Sell
2021
Q2
$2.46M Sell
2021
Q1
$2.14M Buy
2020
Q4
$1.52M Buy
2020
Q3
$907K Sell
2020
Q2
$1.18M Sell
2020
Q1
$698K Buy
2017
Q3
Sell
2017
Q2
$20K Buy