Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$224K Sell
2023
Q4
$349K Sell
2023
Q3
$378K Sell
2023
Q2
$1.38M Buy
2023
Q1
Sell
2022
Q4
$458K Sell
2022
Q3
$484K Buy
2021
Q1
Sell
2020
Q4
$1.04M Sell
2020
Q3
$1.54M Buy
2020
Q2
$798K Buy
2020
Q1
Sell
2019
Q4
$2.85M Sell
2019
Q3
$2.57M Buy
2019
Q2
$235K Sell
2019
Q1
$443K Buy
2018
Q4
Sell
2018
Q3
$458K Buy
2014
Q2
Sell
2014
Q1
$370K Buy