Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$2.67M Buy
2023
Q3
$285K Sell
2023
Q2
$286K Buy
2022
Q1
Sell
2021
Q4
$677K Buy
2020
Q4
Sell
2020
Q3
$3.44M Sell
2020
Q2
$4.95M Buy
2020
Q1
$3.29M Buy
2019
Q4
$3.17M Sell
2019
Q3
$2.8M Buy
2019
Q2
$2.48M Buy
2019
Q1
$2.08M Buy
2018
Q4
$1.25M Buy
2018
Q3
$825K Buy