Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$3.85M Sell
2023
Q1
$23.1M Buy
2022
Q4
$7.9M Buy
2022
Q3
$5.53M Sell
2022
Q2
$10.6M Buy
2022
Q1
$1.55M Sell
2021
Q4
$5.13M Buy
2020
Q4
Sell
2020
Q3
$249K Buy