Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.33M Sell
2024
Q1
$3.03M Sell
2023
Q4
$4.33M Sell
2023
Q3
$4.79M Buy
2023
Q2
$5.69M Buy
2023
Q1
$975K Buy
2022
Q1
Sell
2021
Q4
$806K Buy
2021
Q2
Sell
2021
Q1
$516K Buy
2020
Q3
Sell
2020
Q2
$388K Buy
2020
Q1
$3K Sell
2019
Q4
$560K Buy