Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$4.37M Buy
2023
Q3
$3.89M Buy
2023
Q2
$3.18M Buy
2023
Q1
$3.38M Buy
2022
Q4
$2.35M Buy
2022
Q2
Sell
2022
Q1
$217K Buy
2021
Q4
$227K Buy
2021
Q3
$249K Buy
2021
Q2
$226K Sell
2021
Q1
$213K Buy
2020
Q1
Sell
2019
Q4
$550K Buy
2019
Q3
$380K Sell
2019
Q2
$542K Sell
2019
Q1
$607K Sell
2018
Q4
$536K Buy