Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$468K Sell
2023
Q2
$998K Buy
2023
Q1
$988K Buy
2022
Q4
$397K Buy
2022
Q3
$464K Buy
2022
Q2
$581K Buy
2022
Q1
$710K Sell
2021
Q4
$1.33M Buy
2021
Q3
$1.62M Buy
2021
Q2
$2.36M Sell
2021
Q1
$1.72M Buy
2020
Q4
$1.74M Buy
2020
Q3
$808K Sell
2020
Q2
$739K Sell
2020
Q1
$619K Buy