Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$939K Sell
2023
Q4
$824K Hold
2023
Q3
$641K Sell
2023
Q2
$790K Sell
2023
Q1
$743K Sell
2022
Q4
$611K Sell
2022
Q3
$479K Buy
2022
Q2
$547K Hold
2022
Q1
$767K Buy
2021
Q4
$914K Buy