Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$656K Sell
2023
Q3
$896K Buy
2023
Q2
$1.02M Buy
2023
Q1
$992K Buy
2022
Q4
$936K Buy
2022
Q3
$892K Buy
2022
Q2
$1.03M Sell
2022
Q1
$1.18M Buy
2021
Q4
$1.09M Buy
2021
Q3
$963K Buy
2021
Q2
$924K Buy
2021
Q1
$819K Buy
2020
Q4
$748K Buy
2020
Q3
$713K Buy
2020
Q2
$717K Buy
2020
Q1
$686K Buy
2019
Q4
$757K Buy