Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$683K Sell
2023
Q4
$813K Sell
2023
Q3
$989K Buy
2023
Q2
$1.1M Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.27M Sell
2022
Q3
$938K Buy
2022
Q2
$669K Sell
2022
Q1
$885K Buy
2021
Q3
$1.22M Buy
2021
Q2
$1.16M Buy
2021
Q1
$898K Buy
2020
Q4
$839K Buy
2020
Q3
$740K Buy
2020
Q2
$375K Sell
2020
Q1
$334K Buy
2019
Q4
$219K Buy