Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$671K Buy
2024
Q2
$636K Sell
2024
Q1
$764K Sell
2023
Q4
$671K Sell
2023
Q3
$522K Buy
2023
Q2
$602K Sell
2023
Q1
$812K Sell
2022
Q4
$732K Buy
2022
Q3
$693K Buy
2022
Q2
$631K Buy
2022
Q1
$937K Buy
2021
Q4
$1.01M Sell
2021
Q3
$1.24M Sell
2021
Q2
$6.7M Sell
2021
Q1
$5.59M Sell
2020
Q4
$5.08M Buy
2020
Q3
$4.42M Sell
2020
Q2
$3.63M Sell
2020
Q1
$3.7M Buy
2019
Q4
$4.94M Buy