Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$261K Sell
2023
Q3
$2.89M Sell
2023
Q2
$3.47M Buy
2023
Q1
$1.81M Buy
2022
Q2
Sell
2022
Q1
$3.03M Buy
2021
Q4
Sell
2021
Q3
$487K Buy