Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$4.44M Sell
2023
Q1
$19.5M Hold
2022
Q4
$19.8M Buy
2022
Q3
$15M Hold
2022
Q2
$12.9M Buy
2022
Q1
$17.8M Buy
2021
Q4
$13.2M Sell
2021
Q3
$13.9M Hold
2021
Q2
$16.6M Sell
2021
Q1
$17.7M Sell
2020
Q4
$12.2M Buy
2020
Q3
$6.87M Sell
2020
Q2
$8.29M Buy
2020
Q1
$3.95M Buy
2019
Q4
$685K Buy