Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$3.18M Sell
2023
Q2
$3.5M Buy
2023
Q1
$3.63M Sell
2022
Q4
$3.62M Buy
2022
Q3
$227K Sell
2022
Q2
$3.36M Buy
2022
Q1
$3.64M Buy
2021
Q4
$3.56M Sell
2021
Q3
$3.56M Sell
2021
Q2
$3.4M Buy
2021
Q1
$3.46M Buy
2020
Q4
$3.25M Sell
2020
Q3
$2.8M Buy
2020
Q1
Sell
2019
Q4
$210K Buy