Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$742K Sell
2023
Q3
$527K Sell
2023
Q2
$671K Sell
2023
Q1
$670K Hold
2022
Q4
$542K Sell
2022
Q3
$646K Sell
2022
Q2
$946K Sell
2022
Q1
$1.28M Buy
2021
Q4
$1.46M Buy