Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$5.18M Sell
2023
Q2
$5.05M Sell
2023
Q1
$4.15M Buy
2022
Q2
$5.68M Buy
2022
Q1
$5.52M Buy
2021
Q4
$6.32M Buy
2021
Q3
$6.21M Sell
2021
Q2
$6.98M Buy
2021
Q1
$5.11M Buy
2020
Q4
$4.33M Buy
2020
Q3
$3.34M Buy
2020
Q2
$605K Buy
2020
Q1
$268K Buy
2019
Q4
$237K Buy
2019
Q2
Sell
2019
Q1
$129K Buy
2018
Q4
$107K Sell
2018
Q3
$143K Sell
2018
Q2
$155K Sell
2018
Q1
$184K Sell
2017
Q4
$212K Buy