Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$4.35M Hold
2024
Q1
$4.2M Hold
2023
Q4
$5.09M Hold
2023
Q3
$4.65M Hold
2023
Q2
$5.75M Hold
2023
Q1
$6.34M Hold
2022
Q4
$5.75M Buy
2022
Q3
$886K Hold
2022
Q2
$932K Hold
2022
Q1
$1.26M Hold
2021
Q4
$1.08M Sell
2021
Q3
$7.9M Buy
2021
Q2
$1.16M Hold
2021
Q1
$1.19M Hold
2020
Q4
$1.54M Hold
2020
Q3
$1.79M Hold
2020
Q2
$1.56M Hold
2020
Q1
$842K Hold
2019
Q4
$1.1M Hold
2019
Q3
$888K Buy