Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$5.08M Sell
2023
Q3
$5.33M Sell
2023
Q2
$5.58M Buy
2023
Q1
$4.38M Buy
2022
Q4
$3.06M Buy
2022
Q3
$1.25M Buy
2022
Q2
$878K Buy
2022
Q1
$1.01M Sell
2021
Q4
$1.16M Sell
2021
Q3
$1.27M Sell
2021
Q2
$1.33M Buy
2021
Q1
$952K Buy
2020
Q4
$790K Sell
2020
Q3
$1M Buy
2020
Q2
$529K Buy
2020
Q1
$423K Buy
2019
Q4
$449K Buy
2019
Q3
$375K Sell
2019
Q2
$479K Sell
2019
Q1
$531K Sell
2018
Q4
$433K Buy