Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$889K Sell
2023
Q4
$679K Buy
2023
Q3
$577K Sell
2023
Q2
$531K Buy
2023
Q1
$526K Buy
2022
Q4
$439K Buy
2022
Q3
$191K Buy
2022
Q2
$272K Sell
2022
Q1
$568K Buy
2020
Q2
Sell
2020
Q1
$44K Sell
2019
Q4
$168K Sell
2019
Q3
$839K Buy
2019
Q2
Sell
2019
Q1
$2.5M Buy
2018
Q4
$209K Buy
2018
Q3
$303K Buy
2018
Q2
$268K Buy