Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$2.1M Sell
2023
Q4
$2.86M Buy
2023
Q3
$2.34M Buy
2023
Q2
$1.98M Buy
2023
Q1
$1.76M Buy
2022
Q4
$1.72M Sell
2022
Q3
$1.6M Buy
2022
Q2
$1.83M Buy
2022
Q1
$1.16M Buy
2021
Q4
$996K Sell
2021
Q3
$1.04M Buy
2021
Q2
$1M Buy
2021
Q1
$903K Sell
2020
Q4
$920K Buy