Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$338K Sell
2023
Q3
$4.64M Buy
2023
Q2
Sell
2023
Q1
$282K Buy
2022
Q1
Sell
2021
Q4
$439K Buy
2021
Q3
Sell
2021
Q2
$812K Buy
2020
Q4
Sell
2020
Q3
$1.5M Buy
2020
Q1
Sell
2019
Q4
$940K Buy
2019
Q2
Sell
2019
Q1
$505K Buy
2018
Q3
Sell
2018
Q2
$767K Buy