Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$497K Sell
2023
Q3
$691K Sell
2023
Q2
$1.12M Buy
2022
Q1
Sell
2021
Q4
$686K Buy
2020
Q4
Sell
2020
Q3
$400K Buy
2020
Q2
$349K Buy
2019
Q4
Sell
2019
Q3
$212K Buy
2019
Q2
Sell
2019
Q1
$210K Buy