Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$2.56M Buy
2023
Q3
$555K Hold
2023
Q2
$583K Hold
2023
Q1
$502K Hold
2022
Q4
$359K Hold
2022
Q3
$419K Hold
2022
Q2
$333K Hold
2022
Q1
$360K Hold
2021
Q4
$450K Hold
2021
Q3
$382K Hold
2021
Q2
$465K Hold
2021
Q1
$505K Hold
2020
Q4
$407K Hold
2020
Q3
$350K Hold
2020
Q2
$314K Sell
2020
Q1
$650K Sell
2019
Q4
$1.42M Sell
2019
Q3
$1.75M Hold
2019
Q2
$1.7M Sell
2019
Q1
$2.35M Buy
2018
Q4
$1.43M Buy