Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.9M Hold
2022
Q4
$1.78M Buy
2022
Q3
$2.21M Hold
2022
Q2
$2.43M Hold
2022
Q1
$7.91M Hold
2021
Q4
$6.7M Hold
2021
Q3
$6.2M Hold
2021
Q2
$8.58M Hold
2021
Q1
$11.2M Hold
2020
Q4
$10.7M Sell
2020
Q3
$14.9M Buy
2020
Q2
$7.27M Sell
2020
Q1
$3.81M Hold
2019
Q4
$6.11M Buy
2018
Q3
Sell
2018
Q2
$6.85M Hold
2018
Q1
$6.8M Buy
2017
Q4
$5.21M Hold
2017
Q3
$4.42M Hold
2017
Q2
$2.54M Hold
2017
Q1
$3.5M Buy