Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.17M Sell
2023
Q1
$845K Buy
2022
Q4
$833K Buy
2019
Q2
Sell
2019
Q1
$569K Sell
2018
Q4
$2.25M Sell
2018
Q3
$3.92M Hold
2018
Q2
$2.57M Buy
2018
Q1
$1.43M Buy