Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.08M Sell
2023
Q4
$1.46M Sell
2023
Q3
$1.39M Buy
2023
Q2
$1.08M Sell
2023
Q1
$1.16M Buy
2022
Q4
$1.04M Sell
2022
Q3
$943K Buy
2022
Q2
$872K Buy
2022
Q1
$973K Buy
2021
Q4
$727K Buy
2021
Q3
$267K Buy
2020
Q1
Sell
2019
Q4
$229K Sell
2019
Q3
$224K Buy
2015
Q4
Sell
2015
Q3
$276K Buy
2015
Q2
$264K Buy
2015
Q1
$210K Hold
2014
Q4
$205K Buy