Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$988K Sell
2023
Q3
$717K Sell
2023
Q2
$778K Sell
2023
Q1
$676K Sell
2022
Q4
$516K Hold
2022
Q3
$602K Buy
2022
Q2
$476K Buy
2022
Q1
$498K Sell
2021
Q4
$656K Sell
2021
Q3
$571K Sell
2021
Q2
$710K Buy
2020
Q1
Sell
2019
Q4
$154K Buy