Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$745K Buy
2024
Q2
$734K Buy
2024
Q1
$631K Hold
2023
Q4
$532K Buy
2023
Q3
$407K Buy
2023
Q2
$261K Buy
2022
Q3
Sell
2022
Q2
$308K Buy
2022
Q1
$293K Sell
2021
Q4
$967K Buy