Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$578K Buy
2023
Q3
$283K Sell
2023
Q2
$2.13M Sell
2023
Q1
$2.58M Sell
2022
Q4
$3.43M Buy
2022
Q3
$2.94M Buy
2022
Q2
$1.36M Buy
2022
Q1
$1.48M Buy
2021
Q4
$900K Buy
2021
Q3
$1.03M Sell
2021
Q2
$5.25M Buy