Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.47M Sell
2024
Q2
$1.59M Buy
2024
Q1
$1.38M Buy
2023
Q4
$519K Buy
2023
Q3
$437K Hold
2023
Q2
$419K Buy
2023
Q1
$305K Sell
2022
Q4
$314K Buy
2020
Q3
Sell
2020
Q2
$118K Hold
2020
Q1
$87K Sell
2019
Q4
$141K Buy