Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$181K Buy
2023
Q3
$151K Sell
2023
Q2
$252K Sell
2023
Q1
$393K Sell
2022
Q4
$596K Sell
2022
Q3
$1.3M Buy
2022
Q2
$1.05M Sell
2022
Q1
$1.8M Sell
2021
Q4
$1.9M Buy
2021
Q3
$1.21M Sell
2021
Q2
$1.69M Buy
2021
Q1
$1.12M Buy