Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.83M Buy
2023
Q4
$922K Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.2M Buy
2022
Q4
$750K Sell
2022
Q3
$679K Buy
2022
Q2
$756K Sell
2022
Q1
$1.36M Sell
2021
Q4
$1.58M Sell
2021
Q3
$1.18M Buy
2021
Q2
$266K Buy