Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.07M Sell
2023
Q2
$1.14M Buy
2023
Q1
$880K Buy
2022
Q4
$605K Sell
2022
Q3
$1.55M Sell
2022
Q2
$1.48M Sell
2022
Q1
$2.28M Sell
2021
Q4
$2.39M Buy
2021
Q3
$2.28M Sell
2021
Q2
$2.5M Sell
2021
Q1
$2.26M Sell
2020
Q4
$2.41M Buy
2020
Q3
$2.02M Buy
2020
Q2
$1.66M Buy
2020
Q1
$821K Sell
2019
Q4
$1.59M Buy
2019
Q3
$1.14M Buy
2019
Q2
$1.06M Buy
2019
Q1
$972K Sell
2018
Q4
$828K Buy