Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$613K Sell
2023
Q3
$553K Sell
2023
Q2
$666K Sell
2023
Q1
$643K Sell
2022
Q4
$601K Sell
2022
Q3
$577K Sell
2022
Q2
$761K Sell
2022
Q1
$851K Buy
2021
Q4
$880K Sell
2021
Q3
$644K Sell
2021
Q2
$712K Sell
2021
Q1
$783K Sell
2020
Q4
$625K Buy