Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$592K Sell
2022
Q4
$895K Sell
2022
Q3
$765K Buy
2020
Q2
Sell
2020
Q1
$57K Sell
2019
Q4
$103K Buy
2019
Q3
$62K Sell
2019
Q2
$261K Sell
2019
Q1
$1.28M Buy
2018
Q4
$861K Buy
2018
Q3
$952K Buy
2018
Q2
$680K Buy
2018
Q1
Sell
2017
Q4
$728K Buy
2017
Q3
$447K Buy