Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$619K Sell
2023
Q4
$957K Sell
2023
Q3
$832K Buy
2023
Q2
$678K Sell
2023
Q1
$718K Buy
2022
Q4
$362K Buy
2022
Q3
$224K Buy
2022
Q2
$212K Sell
2022
Q1
$348K Sell
2021
Q4
$861K Sell
2021
Q3
$1.49M Buy
2021
Q2
$1.45M Buy
2021
Q1
$1.02M Sell
2020
Q4
$1.1M Sell
2020
Q3
$2.33M Buy
2020
Q2
$1.07M Buy
2020
Q1
$656K Buy
2019
Q4
$567K Buy
2019
Q3
$256K Sell
2019
Q2
$260K Buy