Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.79M Buy
2023
Q4
$500K Buy
2023
Q3
$394K Sell
2023
Q2
$1.07M Buy
2022
Q4
Sell
2022
Q3
$263K Sell
2022
Q2
$1.03M Buy
2021
Q3
Sell
2021
Q2
$4.15M Buy
2021
Q1
Sell
2020
Q4
$3.95M Buy
2020
Q2
Sell
2020
Q1
$848K Buy
2019
Q2
Sell
2019
Q1
$8.66M Buy