Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$581K Sell
2023
Q1
$571K Sell
2022
Q4
$604K Sell
2022
Q3
$548K Sell
2022
Q2
$856K Sell
2022
Q1
$1.05M Sell
2021
Q4
$1.12M Sell
2021
Q3
$1.03M Sell
2021
Q2
$1.07M Buy
2021
Q1
$797K Sell
2020
Q4
$853K Buy
2020
Q3
$758K Sell
2020
Q2
$665K Sell
2020
Q1
$987K Buy
2019
Q4
$747K Buy
2019
Q3
$268K Sell
2019
Q2
$312K Buy
2019
Q1
$241K Sell
2018
Q4
$205K Buy
2018
Q3
$215K Buy