Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$4.93M Sell
2023
Q2
$5.92M Sell
2023
Q1
$6.68M Buy
2022
Q2
$6.72M Sell
2022
Q1
$6.12M Buy
2021
Q4
$5.58M Buy
2021
Q3
$5.37M Sell
2021
Q2
$5.63M Buy
2021
Q1
$4.56M Buy
2020
Q4
$4.26M Buy
2020
Q3
$3.48M Buy
2020
Q2
$2.05M Buy
2020
Q1
$254K Buy
2019
Q4
$275K Sell
2019
Q3
$255K Buy
2019
Q2
$233K Buy
2019
Q1
$153K Sell
2018
Q4
$141K Sell
2018
Q3
$249K Buy
2018
Q2
$98K Sell
2018
Q1
$200K Sell
2017
Q4
$253K Buy