Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$581K Sell
2023
Q3
$541K Sell
2023
Q2
$411K Sell
2023
Q1
$472K Sell
2022
Q4
$453K Hold
2022
Q3
$284K Hold
2022
Q2
$305K Sell
2022
Q1
$1.59M Hold
2021
Q4
$916K Sell
2021
Q3
$994K Buy
2021
Q2
$838K Buy
2021
Q1
$710K Buy
2020
Q4
$719K Buy