Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$4.24M Sell
2023
Q1
$3.6M Buy
2021
Q3
Sell
2021
Q2
$2.27M Hold
2021
Q1
$1.6M Buy
2018
Q1
Sell
2017
Q4
$581K Hold
2017
Q3
$557K Hold
2017
Q2
$450K Buy