Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$332K Buy
2023
Q4
Sell
2023
Q3
$1.14M Buy
2023
Q2
Sell
2023
Q1
$313K Buy
2022
Q4
$17K Sell
2022
Q3
$84K Buy
2022
Q2
$60K Sell
2022
Q1
$739K Sell
2021
Q4
$1.75M Sell
2021
Q3
$1.92M Sell
2021
Q2
$2.59M Sell
2021
Q1
$5.4M Buy
2020
Q4
$2.56M Buy
2020
Q3
$68K Buy