Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$873K Sell
2024
Q1
$837K Hold
2023
Q4
$781K Sell
2023
Q3
$820K Sell
2023
Q2
$968K Sell
2023
Q1
$1.26M Hold
2022
Q4
$1.47M Hold
2022
Q3
$968K Buy
2022
Q1
$1.42M Sell
2021
Q4
$2.23M Sell
2021
Q3
$3.69M Buy
2021
Q2
$1.74M Buy
2021
Q1
$898K Sell
2020
Q4
$768K Sell
2020
Q3
$1.01M Buy
2020
Q2
$749K Buy