Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$3.25M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.12M Sell
2023
Q4
$1.1M Buy
2023
Q3
$417K Buy
2021
Q2
Sell
2021
Q1
$268K Sell
2020
Q4
$645K Hold
2020
Q3
$543K Buy
2020
Q2
$467K Hold
2020
Q1
$257K Sell
2019
Q4
$305K Buy
2019
Q3
$287K Hold
2019
Q2
$318K Buy
2019
Q1
$278K Hold
2018
Q4
$225K Hold
2018
Q3
$235K Hold
2018
Q2
$223K Hold
2018
Q1
$203K Buy