Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$337K Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.28M Buy
2023
Q2
$1.45M Sell
2023
Q1
$1.45M Sell
2022
Q4
$1.66M Buy
2022
Q3
$1.45M Sell
2022
Q2
$1.59M Sell
2022
Q1
$1.65M Sell
2021
Q4
$2.3M Buy
2021
Q3
$1.96M Buy
2021
Q2
$1.21M Buy
2021
Q1
$767K Buy
2020
Q4
$676K Buy
2020
Q3
$525K Buy
2018
Q4
Sell
2018
Q3
$2K Buy