Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$586K Sell
2023
Q4
$522K Sell
2023
Q3
$1.85M Sell
2023
Q2
$1.78M Sell
2023
Q1
$1.83M Sell
2022
Q4
$2.12M Buy
2022
Q3
$1.78M Sell
2022
Q2
$3.21M Buy
2022
Q1
$2.15M Buy
2021
Q3
$2.2M Buy
2021
Q2
$2.19M Buy
2021
Q1
$1.55M Buy
2020
Q4
$1.35M Buy
2020
Q3
$1.13M Sell
2020
Q2
$1.13M Buy
2020
Q1
$1.02M Buy
2019
Q4
$931K Buy