Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$655K Sell
2023
Q1
$850K Sell
2022
Q4
$1.32M Sell
2022
Q3
$1.5M Buy
2022
Q2
$1.44M Sell
2022
Q1
$1.96M Sell
2021
Q4
$2.3M Buy
2021
Q3
$1.27M Buy
2021
Q2
$1.46M Buy
2021
Q1
$1.32M Buy
2018
Q3
Sell
2018
Q2
$12K Hold
2018
Q1
$10K Hold
2017
Q4
$13K Buy