Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.03M Sell
2023
Q4
$1.22M Buy
2023
Q3
$1.13M Buy
2023
Q2
$933K Buy
2023
Q1
$565K Sell
2022
Q4
$614K Buy
2022
Q3
$446K Buy
2022
Q2
$446K Buy
2022
Q1
$294K Buy
2021
Q4
$245K Buy
2020
Q3
Sell
2020
Q2
$46K Buy
2014
Q4
Sell
2014
Q3
$245K Buy