Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$882K Buy
2024
Q1
$658K Hold
2023
Q4
$791K Hold
2023
Q3
$695K Buy
2023
Q2
$520K Buy
2023
Q1
$413K Hold
2022
Q4
$368K Sell
2022
Q3
$791K Buy
2022
Q2
$724K Sell
2022
Q1
$991K Buy
2020
Q3
Sell
2020
Q2
$2.46M Buy
2020
Q1
Sell
2019
Q4
$2.43M Buy
2019
Q3
$2.27M Hold
2019
Q2
$2.24M Buy