Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$617K Sell
2023
Q4
$564K Sell
2023
Q3
$587K Sell
2023
Q2
$665K Sell
2023
Q1
$760K Sell
2022
Q4
$776K Sell
2022
Q3
$725K Sell
2022
Q2
$902K Sell
2022
Q1
$1.05M Buy
2021
Q4
$989K Buy
2021
Q3
$958K Buy
2021
Q2
$949K Sell
2021
Q1
$1.02M Buy
2020
Q4
$917K Sell
2020
Q3
$781K Buy
2020
Q2
$639K Buy
2020
Q1
$463K Sell
2019
Q4
$30.7M Sell
2019
Q3
$29.9M Buy