Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$832K Buy
2023
Q4
$539K Sell
2023
Q3
$485K Buy
2023
Q2
$435K Buy
2023
Q1
$388K Sell
2022
Q4
$461K Buy
2022
Q3
Sell
2022
Q2
$1.51M Buy
2022
Q1
$1.13M Hold
2021
Q4
$1.3M Sell
2021
Q3
$1.54M Sell
2021
Q2
$1.95M Buy
2021
Q1
$1.55M Buy
2020
Q4
$796K Buy
2020
Q3
$532K Sell
2020
Q2
$581K Buy
2020
Q1
$402K Buy
2014
Q4
Sell
2014
Q3
$126K Buy