Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$3.07M Sell
2023
Q3
$3.15M Buy
2023
Q2
$3.75M Buy
2023
Q1
$6.17M Buy
2022
Q4
$3.57M Sell
2022
Q3
$2.84M Sell
2022
Q2
$3.77M Buy
2022
Q1
$5.02M Buy
2021
Q4
$7.94M Buy
2021
Q3
$730K Buy
2021
Q2
$719K Buy
2021
Q1
$262K Buy
2020
Q4
Sell
2020
Q3
$25K Sell
2020
Q2
$473K Buy
2020
Q1
$10K Buy