Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$900K Sell
2023
Q1
$932K Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.08M Buy
2022
Q2
$892K Buy
2019
Q2
Sell
2019
Q1
$827K Buy
2018
Q3
Sell
2018
Q2
$829K Sell
2018
Q1
$786K Sell
2017
Q4
$975K Sell
2017
Q3
$864K Buy
2017
Q2
$757K Buy