Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$778K Sell
2023
Q2
$1.69M Sell
2023
Q1
$1.64M Buy
2022
Q4
$1.43M Buy
2022
Q3
$894K Sell
2022
Q2
$1.38M Sell
2022
Q1
$1.52M Sell
2021
Q4
$2.15M Sell
2021
Q3
$1.75M Sell
2021
Q2
$1.73M Buy
2021
Q1
$1.41M Buy
2020
Q4
$1.39M Buy
2020
Q3
$1.03M Sell
2020
Q2
$1.1M Buy
2020
Q1
$810K Buy
2019
Q4
$276K Hold
2019
Q3
$276K Sell
2019
Q2
$270K Hold
2019
Q1
$239K Buy