Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$3.59M Hold
2023
Q2
$6.42M Sell
2023
Q1
$6.78M Sell
2022
Q4
$5.31M Sell
2022
Q3
$5.97M Sell
2022
Q2
$7.77M Buy
2022
Q1
$5.6M Sell
2021
Q4
$11.3M Buy
2021
Q3
$9.77M Buy
2021
Q2
$9.31M Buy
2021
Q1
$6.03M Hold
2020
Q4
$6.54M Buy
2020
Q3
$4.82M Hold
2020
Q2
$5.27M Hold
2020
Q1
$3.24M Hold
2019
Q4
$4.58M Hold
2019
Q3
$5.05M Hold
2019
Q2
$6.38M Buy
2019
Q1
$5.3M Buy