Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.01M Buy
2023
Q3
Sell
2023
Q2
$870K Hold
2023
Q1
$739K Sell
2022
Q4
$618K Sell
2022
Q3
$738K Sell
2022
Q2
$931K Buy
2022
Q1
$936K Sell
2021
Q4
$1M Hold
2021
Q3
$797K Buy
2021
Q2
$614K Hold
2021
Q1
$548K Hold
2020
Q4
$595K Hold
2020
Q3
$519K Buy
2020
Q1
Sell
2019
Q4
$1.25M Buy