Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.06M Buy
2023
Q4
$915K Sell
2023
Q3
$1.71M Sell
2023
Q2
$1.64M Sell
2023
Q1
$2.43M Sell
2022
Q4
$2.71M Buy
2022
Q3
$1.95M Buy
2022
Q2
$966K Buy
2022
Q1
$852K Hold
2021
Q4
$812K Hold
2021
Q3
$917K Hold
2021
Q2
$998K Buy
2021
Q1
$747K Hold
2020
Q4
$623K Hold
2020
Q3
$587K Sell
2020
Q2
$969K Hold
2020
Q1
$707K Buy
2019
Q4
$420K Buy