Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$890K Buy
2023
Q3
Sell
2023
Q2
$834K Buy
2022
Q1
Sell
2021
Q4
$3.35M Buy
2021
Q2
Sell
2021
Q1
$1.58M Sell
2020
Q4
$4.3M Buy
2020
Q3
$408K Buy