Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$395K Sell
2023
Q1
$583K Sell
2022
Q4
$15.8M Buy
2022
Q3
$13M Buy
2022
Q2
$13.1M Buy
2022
Q1
$10.4M Buy
2019
Q2
Sell
2019
Q1
$512K Sell
2018
Q4
$538K Buy
2018
Q3
$569K Buy
2018
Q2
$474K Sell
2018
Q1
$535K Sell
2017
Q4
$1.12M Sell
2017
Q3
$1.69M Buy
2017
Q2
$1.19M Buy