Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.1M Sell
2023
Q3
$2.3M Buy
2023
Q2
$848K Buy
2023
Q1
$958K Buy
2022
Q4
$393K Sell
2022
Q3
$603K Buy
2021
Q1
Sell
2020
Q4
$208K Buy
2020
Q3
$127K Buy
2020
Q2
Sell
2020
Q1
$44K Buy
2019
Q4
Sell
2019
Q3
$249K Buy
2019
Q2
Sell
2019
Q1
$242K Buy
2018
Q4
$82K Buy