Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$50K Sell
2022
Q3
$70K Sell
2022
Q2
$5.68M Sell
2022
Q1
$8.66M Buy
2021
Q4
$15.5M Buy
2021
Q3
$20.2M Buy
2021
Q2
$29.2M Sell
2021
Q1
$20.8M Sell
2020
Q4
$25M Sell
2020
Q3
$16M Sell
2020
Q2
$13.4M Buy
2020
Q1
$9.9M Buy
2019
Q4
$14.8M Sell
2019
Q3
$11.3M Sell
2019
Q2
$10.2M Buy
2019
Q1
$7.05M Sell
2018
Q4
$4.86M Sell
2018
Q3
$11.9M Buy
2018
Q2
$6.84M Buy