Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$74K Sell
2023
Q3
$778K Buy
2023
Q1
Sell
2022
Q4
$667K Sell
2022
Q3
$682K Buy
2022
Q2
$336K Buy
2022
Q1
$310K Buy
2021
Q4
Sell
2021
Q3
$157K Sell
2021
Q2
$280K Buy
2019
Q2
Sell
2019
Q1
$24.3M Buy
2018
Q4
Sell
2018
Q3
$273K Buy
2018
Q2
$7K Buy