Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$328K Sell
2024
Q1
$4.27M Buy
2023
Q4
$2.48M Buy
2023
Q3
$1.13M Sell
2023
Q2
$1.86M Buy
2023
Q1
$1.11M Buy
2022
Q3
Sell
2022
Q2
$626K Sell
2022
Q1
$2.44M Buy
2021
Q4
Sell
2021
Q3
$654K Buy
2018
Q4
Sell
2018
Q3
$2.42M Sell
2018
Q2
$2.58M Buy
2018
Q1
$561K Buy
2016
Q4
Sell
2016
Q3
$190K Buy