Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$729K Hold
2023
Q4
$744K Sell
2023
Q3
$554K Hold
2023
Q2
$605K Hold
2023
Q1
$616K Hold
2022
Q4
$672K Hold
2022
Q3
$404K Hold
2022
Q2
$694K Sell
2022
Q1
$1.41M Sell
2021
Q4
$1.25M Buy
2017
Q4
Sell
2017
Q3
$193K Buy