Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$581K Sell
2023
Q3
$696K Hold
2023
Q2
$773K Buy
2018
Q4
Sell
2018
Q3
$451K Sell
2018
Q2
$4.16M Buy
2018
Q1
$4.62M Buy
2017
Q4
$2.94M Buy