Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.93M Buy
2023
Q1
$1.39M Buy
2022
Q4
$989K Sell
2022
Q3
$1.09M Sell
2022
Q2
$896K Buy
2022
Q1
$412K Buy
2021
Q4
$437K Sell
2021
Q3
$508K Buy
2021
Q2
$530K Buy
2021
Q1
$572K Buy
2020
Q4
$259K Sell
2020
Q3
$224K Buy
2020
Q2
Sell
2020
Q1
$904K Buy
2019
Q4
$959K Buy