Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$11.7M Sell
2023
Q1
$12.6M Buy
2022
Q4
$11.2M Sell
2022
Q3
$15.2M Buy
2018
Q4
Sell
2018
Q3
$314K Hold
2018
Q2
$315K Hold
2018
Q1
$280K Hold
2017
Q4
$290K Hold
2017
Q3
$255K Buy