Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.96M Sell
2023
Q4
$3.39M Buy
2023
Q3
$2.82M Buy
2023
Q2
$2.13M Sell
2023
Q1
$1.99M Buy
2022
Q4
$1.59M Buy
2022
Q2
Sell
2022
Q1
$292K Buy
2021
Q4
$267K Sell
2021
Q3
$260K Sell
2021
Q2
$305K Buy
2020
Q4
Sell
2020
Q3
$221K Sell
2020
Q2
$239K Buy
2019
Q3
Sell
2019
Q2
$207K Buy
2016
Q4
Sell
2016
Q3
$241K Buy