Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$523K Sell
2023
Q4
$864K Buy
2023
Q3
$631K Buy
2023
Q2
Sell
2023
Q1
$677K Sell
2022
Q4
$1.85M Buy
2022
Q3
Sell
2022
Q2
$254K Buy
2018
Q4
Sell
2018
Q3
$4.77M Buy
2017
Q3
Sell
2017
Q2
$974K Buy
2016
Q2
Sell
2016
Q1
$1.56M Buy
2015
Q1
Sell
2014
Q4
$2.31M Buy