Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.32M Sell
2023
Q3
$1.17M Buy
2023
Q2
$531K Buy
2023
Q1
$594K Buy
2022
Q1
Sell
2021
Q4
$325K Sell
2021
Q3
$287K Sell
2021
Q2
$340K Buy
2021
Q1
$278K Sell
2020
Q4
$402K Buy