Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$85.7M Sell
2023
Q2
$92.8M Buy
2022
Q3
Sell
2022
Q2
$590K Buy
2022
Q1
$637K Buy
2021
Q4
$693K Buy
2021
Q3
$529K Buy
2021
Q2
$439K Buy
2021
Q1
$387K Sell
2020
Q4
$424K Sell
2020
Q3
$595K Buy
2018
Q2
Sell
2018
Q1
$1.87M Sell
2017
Q4
$2.1M Buy