Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$678K Sell
2023
Q3
$755K Sell
2023
Q2
$892K Sell
2023
Q1
$1.42M Sell
2022
Q4
$1.36M Sell
2022
Q3
$1.01M Buy
2022
Q2
$1.15M Sell
2022
Q1
$1.56M Sell
2021
Q4
$1.99M Sell
2021
Q3
$1.85M Buy
2021
Q2
$1.83M Buy
2021
Q1
$1.52M Buy
2020
Q4
$1.6M Sell
2020
Q3
$1.5M Sell
2020
Q2
$1.18M Sell
2020
Q1
$1.06M Sell
2019
Q4
$1.37M Sell
2019
Q3
$1.33M Buy
2019
Q2
$1.06M Buy
2019
Q1
$399K Buy