Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$524K Hold
2023
Q4
$544K Sell
2023
Q3
$435K Sell
2023
Q2
$681K Buy
2023
Q1
$396K Buy
2022
Q4
$314K Buy
2022
Q3
$258K Sell
2022
Q2
$285K Sell
2022
Q1
$490K Buy
2021
Q4
$633K Buy
2021
Q3
$715K Buy
2021
Q2
$857K Sell
2021
Q1
$808K Sell
2020
Q4
$1.17M Buy
2020
Q3
$505K Sell
2020
Q2
$1.19M Buy
2020
Q1
$133K Sell
2019
Q4
$347K Sell
2019
Q3
$291K Buy
2019
Q2
$287K Buy
2019
Q1
$261K Buy