Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$762K Sell
2023
Q2
$1.02M Hold
2023
Q1
$933K Hold
2022
Q4
$772K Sell
2022
Q3
$770K Hold
2022
Q2
$811K Hold
2022
Q1
$1.28M Hold
2021
Q4
$2.72M Hold
2021
Q3
$3.92M Hold
2021
Q2
$5.99M Hold
2021
Q1
$5.2M Hold
2020
Q4
$3.26M Hold
2020
Q3
$4.18M Hold
2020
Q2
$3.89M Hold
2020
Q1
$4.41M Hold
2019
Q4
$7.49M Hold
2019
Q3
$8.81M Hold
2019
Q2
$9.21M Buy
2019
Q1
$9.07M Buy
2018
Q4
$4.05M Buy