Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$758K Sell
2023
Q2
$1.36M Sell
2023
Q1
$1.47M Hold
2022
Q4
$1.39M Sell
2022
Q3
$1.35M Sell
2022
Q2
$1.46M Sell
2022
Q1
$1.52M Sell
2021
Q4
$1.39M Hold
2021
Q3
$1.41M Hold
2021
Q2
$1.44M Sell
2021
Q1
$1.36M Sell
2020
Q4
$2.26M Buy
2020
Q3
$1.36M Buy
2020
Q2
$1.07M Sell
2020
Q1
$1.09M Sell
2019
Q4
$1.43M Buy
2019
Q3
$1.31M Hold
2019
Q2
$1.23M Hold
2019
Q1
$1.07M Sell
2018
Q4
$1.57M Hold
2018
Q3
$1.66M Hold
2018
Q2
$1.77M Hold
2018
Q1
$1.79M Buy
2017
Q4
$1.47M Buy