Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.46M Sell
2023
Q4
$1.33M Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.22M Buy
2018
Q2
Sell
2018
Q1
$242K Hold
2017
Q4
$264K Hold
2017
Q3
$263K Hold
2017
Q2
$249K Buy