Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.05M Sell
2024
Q1
$1.04M Buy
2023
Q4
$794K Buy
2023
Q3
$647K Buy
2023
Q2
$672K Sell
2023
Q1
$648K Sell
2022
Q4
$600K Buy
2022
Q3
$417K Buy
2022
Q2
$95K Buy
2022
Q1
$93K Sell
2021
Q4
$208K Sell
2021
Q3
$236K Buy
2021
Q2
$198K Buy
2021
Q1
$133K Buy
2020
Q4
$77K Buy
2020
Q3
$29K Buy
2020
Q2
$6K Buy