Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$583K Buy
2023
Q4
$296K Buy
2022
Q2
Sell
2022
Q1
$1.13M Sell
2021
Q4
$2M Buy
2021
Q3
Sell
2021
Q2
$318K Sell
2021
Q1
$436K Sell
2020
Q4
$901K Sell
2020
Q3
$780K Buy