Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.08M Hold
2023
Q4
$1.11M Buy
2023
Q1
Sell
2022
Q4
$1.15M Hold
2022
Q3
$1.01M Sell
2022
Q2
$4.71M Buy
2022
Q1
$4.4M Buy
2018
Q1
Sell
2017
Q4
$309K Sell
2017
Q3
$646K Hold
2017
Q2
$594K Hold
2017
Q1
$614K Hold
2016
Q4
$579K Hold
2016
Q3
$499K Buy