Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$851K Sell
2023
Q1
$3.73M Buy
2022
Q2
Sell
2022
Q1
$323K Buy
2020
Q3
Sell
2020
Q2
$277K Buy
2017
Q1
Sell
2016
Q4
$2.08M Sell
2016
Q3
$2.54M Buy
2016
Q2
Sell
2016
Q1
$369K Buy