Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1M Sell
2024
Q1
$948K Sell
2023
Q4
$585K Sell
2023
Q3
$506K Sell
2023
Q2
$351K Sell
2023
Q1
$495K Buy
2022
Q4
$414K Sell
2022
Q3
$403K Buy
2022
Q2
$292K Sell
2022
Q1
$511K Sell
2021
Q4
$956K Sell
2021
Q3
$943K Buy
2021
Q2
$1.06M Buy
2021
Q1
$748K Buy
2020
Q4
$515K Sell
2020
Q3
$486K Buy