Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$854K Sell
2023
Q3
$953K Buy
2023
Q2
$953K Sell
2023
Q1
$1.1M Buy
2022
Q4
$1.15M Buy
2022
Q3
$440K Buy
2022
Q2
$453K Sell
2022
Q1
$434K Sell
2021
Q4
$1.06M Sell
2021
Q3
$1.1M Buy
2021
Q2
$173K Sell
2021
Q1
$10.2M Sell
2020
Q4
$54.4M Sell
2020
Q3
$85M Sell
2020
Q2
$115M Buy
2020
Q1
$68M Buy