Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.33M Buy
2023
Q3
$100K Sell
2023
Q2
$126K Buy
2022
Q4
Sell
2022
Q3
$11K Buy
2022
Q1
Sell
2021
Q4
$378K Sell
2021
Q3
$469K Sell
2021
Q2
$493K Buy
2021
Q1
$497K Buy