Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$537K Sell
2024
Q1
$656K Buy
2023
Q2
$623K Buy
2022
Q4
$758K Hold
2022
Q3
$699K Hold
2022
Q2
$818K Buy
2021
Q4
$1.11M Sell
2021
Q3
$1.14M Hold
2021
Q2
$1.29M Sell
2021
Q1
$1.27M Buy
2020
Q4
Sell
2020
Q3
$1.06M Buy
2020
Q1
$927K Sell
2019
Q4
$1.24M Sell
2019
Q3
$1.17M Sell
2019
Q2
$1.32M Hold
2019
Q1
$1.58M Sell
2018
Q4
$1.47M Hold
2018
Q3
$1.64M Hold
2018
Q2
$1.53M Buy
2018
Q1
$1.65M Hold
2017
Q4
$1.77M Buy