Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$3.3M Buy
2023
Q1
$3.05M Buy
2022
Q4
$226K Sell
2022
Q3
$3.65M Buy
2022
Q2
$12M Sell
2022
Q1
$4.32M Buy
2021
Q4
$3.75M Sell
2021
Q3
$5.54M Sell
2021
Q2
$5.76M Sell
2021
Q1
$6.25M Buy
2020
Q4
$5.08M Buy
2020
Q3
$4.35M Buy
2020
Q2
$2.65M Buy
2020
Q1
$2.1M Buy