Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$2.68M Sell
2023
Q3
$2.62M Sell
2023
Q2
$2.94M Sell
2023
Q1
$3.31M Hold
2022
Q4
$2.41M Buy
2022
Q3
$2.06M Buy
2022
Q2
$1.99M Buy
2022
Q1
$2.15M Buy
2021
Q4
$2.06M Buy
2021
Q3
$1.42M Sell
2021
Q2
$1.55M Buy
2019
Q4
Sell
2019
Q3
$293K Sell
2019
Q2
$457K Sell
2019
Q1
$521K Sell
2018
Q4
$572K Buy