Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$741K Buy
2023
Q4
$570K Hold
2023
Q3
$455K Hold
2023
Q2
$489K Buy
2023
Q1
$342K Sell
2022
Q4
$428K Buy
2022
Q3
$368K Buy
2021
Q2
Sell
2021
Q1
$1.67M Buy
2020
Q4
$777K Buy
2020
Q3
Sell
2020
Q2
$542K Sell
2020
Q1
$400K Hold
2019
Q4
$555K Hold
2019
Q3
$482K Sell
2019
Q2
$511K Sell
2019
Q1
$750K Buy
2018
Q4
$538K Buy