Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$4.6M Sell
2022
Q4
$6.37M Buy
2022
Q3
$6.53M Buy
2022
Q2
$5.28M Sell
2022
Q1
$11.2M Sell
2021
Q4
$12.9M Buy
2021
Q3
$6.5M Buy
2021
Q2
$5.81M Buy
2021
Q1
$534K Sell
2020
Q4
$538K Buy
2020
Q3
$380K Hold
2020
Q2
$261K Hold
2020
Q1
$62K Hold
2019
Q4
$129K Hold
2019
Q3
$143K Hold
2019
Q2
$150K Hold
2019
Q1
$143K Hold
2018
Q4
$162K Hold
2018
Q3
$227K Hold
2018
Q2
$267K Buy