Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$625K Sell
2023
Q4
$1.18M Buy
2023
Q3
$783K Sell
2023
Q2
$949K Sell
2023
Q1
$1.04M Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.43M Buy
2022
Q2
$1.48M Buy
2022
Q1
$1.17M Buy
2021
Q4
$518K Buy