Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$2.25M Sell
2024
Q1
$2.37M Sell
2023
Q4
$2.26M Buy
2023
Q3
$2.45M Buy
2023
Q2
$2.23M Buy
2023
Q1
$2.28M Buy
2022
Q4
$1.99M Buy
2022
Q3
$1.63M Buy
2022
Q2
$1.22M Buy
2022
Q1
$482K Buy
2017
Q2
Sell
2017
Q1
$949K Sell
2016
Q4
$1.02M Sell
2016
Q3
$954K Buy
2016
Q2
$913K Sell
2016
Q1
$782K Buy
2015
Q4
$789K Buy
2015
Q3
$699K Sell
2015
Q2
$1.06M Buy