Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$529K Sell
2023
Q3
$1.05M Sell
2023
Q2
$2.3M Buy
2021
Q4
Sell
2021
Q3
$262K Buy
2020
Q2
Sell
2020
Q1
$389K Sell
2019
Q4
$471K Buy
2019
Q1
Sell
2018
Q4
$49K Buy