Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$170K Buy
2022
Q4
Sell
2022
Q3
$99K Sell
2022
Q2
$290K Sell
2022
Q1
$539K Buy
2021
Q4
$113K Sell
2021
Q3
$821K Sell
2021
Q2
$933K Buy
2021
Q1
$983K Buy
2020
Q4
$523K Sell
2020
Q3
$1.01M Sell
2020
Q2
$1.99M Sell
2020
Q1
$1.82M Sell
2019
Q4
$4.64M Buy
2019
Q3
$1.05M Buy
2019
Q2
$342K Buy
2018
Q3
Sell
2018
Q2
$206K Buy