Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$4.37M Sell
2023
Q1
$4.06M Sell
2022
Q4
$9.48M Buy
2022
Q3
$8.13M Buy
2022
Q2
$4.28M Sell
2022
Q1
$6.13M Buy
2021
Q4
$2.93M Sell
2021
Q3
$3.28M Buy
2020
Q3
Sell
2020
Q2
$287K Sell
2020
Q1
$489K Buy
2018
Q4
Sell
2018
Q3
$333K Hold
2018
Q2
$324K Buy