Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$204K Buy
2022
Q1
Sell
2021
Q4
$248K Sell
2021
Q3
$1.21M Sell
2021
Q2
$1.42M Buy
2021
Q1
$1.32M Buy
2020
Q4
$1.06M Sell
2020
Q3
$1.92M Sell
2020
Q2
$2.58M Buy
2020
Q1
$1.55M Buy
2019
Q4
$1.27M Sell
2019
Q3
$1.9M Buy
2019
Q2
$871K Buy