Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$63.6M Hold
2022
Q3
$53.4M Buy
2022
Q2
$38.5M Buy
2022
Q1
$50.1M Buy
2021
Q4
$45.3M Buy
2021
Q3
$36.8M Buy
2020
Q2
Sell
2020
Q1
$531K Hold
2019
Q4
$648K Hold
2019
Q3
$667K Hold
2019
Q2
$739K Buy
2013
Q4
Sell
2013
Q3
$11.5M Buy