Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.69M Sell
2023
Q1
$12M Sell
2022
Q4
$8.74M Sell
2022
Q3
$8.18M Hold
2022
Q2
$6.45M Hold
2022
Q1
$8.56M Hold
2021
Q4
$13.8M Buy
2021
Q3
$11.5M Hold
2021
Q2
$11.5M Sell
2021
Q1
$9.27M Sell
2020
Q4
$14.4M Sell
2020
Q3
$13.4M Sell
2020
Q2
$13.9M Sell
2020
Q1
$12.5M Sell
2019
Q4
$14.4M Sell
2019
Q3
$12.4M Buy
2019
Q2
$11.5M Sell
2019
Q1
$12.4M Buy
2018
Q4
$9.28M Sell
2018
Q3
$12.5M Sell
2018
Q2
$12.6M Buy
2018
Q1
$11.3M Buy
2017
Q4
$10.5M Buy