Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$688K Sell
2023
Q4
$1.33M Sell
2023
Q3
$1.4M Sell
2023
Q2
$1.5M Sell
2023
Q1
$1.38M Buy
2022
Q4
$1.11M Buy
2022
Q3
$602K Buy
2022
Q2
$597K Sell
2022
Q1
$759K Buy
2021
Q4
$201K Buy
2020
Q3
Sell
2020
Q2
$81K Buy