Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.8M Sell
2023
Q2
$1.91M Sell
2023
Q1
$1.78M Sell
2022
Q4
$1.46M Buy
2022
Q3
$962K Buy
2022
Q2
$769K Buy
2018
Q1
Sell
2017
Q4
$250K Buy
2017
Q3
$218K Buy