Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$8.61M Sell
2023
Q4
$6.94M Sell
2023
Q3
$5.82M Buy
2023
Q2
$5.84M Buy
2023
Q1
$4.69M Buy
2022
Q4
$3.11M Buy
2022
Q3
$502K Buy
2022
Q2
$497K Sell
2022
Q1
$825K Buy
2021
Q4
$863K Sell
2021
Q3
$856K Buy
2021
Q2
$412K Buy
2021
Q1
$286K Buy
2020
Q4
$212K Buy
2020
Q3
Sell
2020
Q2
$165K Buy