Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$529K Sell
2024
Q1
$925K Hold
2023
Q4
$876K Hold
2023
Q3
$813K Hold
2023
Q2
$851K Hold
2023
Q1
$876K Sell
2022
Q4
$827K Hold
2022
Q3
$744K Hold
2022
Q2
$845K Hold
2022
Q1
$1.04M Hold
2021
Q4
$933K Hold
2021
Q3
$954K Sell
2021
Q2
$1.04M Sell
2021
Q1
$1.07M Hold
2020
Q4
$925K Sell
2020
Q3
$976K Sell
2020
Q2
$1.11M Sell
2020
Q1
$1.64M Sell
2019
Q4
$72.1M Buy
2019
Q3
$11.7M Sell
2019
Q2
$14.3M Buy
2019
Q1
$365K Buy