Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.81M Hold
2022
Q3
$1.66M Hold
2022
Q2
$1.5M Hold
2022
Q1
$1.69M Sell
2021
Q4
$3.01M Buy
2021
Q3
$2.01M Hold
2021
Q2
$1.79M Hold
2021
Q1
$1.74M Hold
2020
Q4
$1.73M Sell
2020
Q3
$3.13M Hold
2020
Q2
$3.11M Hold
2020
Q1
$2.32M Sell
2019
Q4
$4.8M Sell
2019
Q3
$4.75M Hold
2019
Q2
$4.66M Sell
2019
Q1
$5.63M Buy