Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$630K Sell
2023
Q4
$502K Sell
2023
Q3
$424K Sell
2023
Q2
$704K Sell
2023
Q1
$649K Sell
2022
Q4
$535K Buy
2022
Q3
$468K Buy
2022
Q2
$557K Buy
2022
Q1
$704K Sell
2021
Q4
$814K Buy