Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$550K Sell
2023
Q4
$548K Buy
2023
Q3
Sell
2023
Q2
$590K Buy
2021
Q2
Sell
2021
Q1
$768K Hold
2020
Q4
$768K Sell
2020
Q3
$1.34M Buy
2020
Q2
$348K Buy
2019
Q2
Sell
2019
Q1
$316K Sell
2018
Q4
$2.76M Buy
2018
Q3
$828K Buy