Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.11M Sell
2024
Q1
$1.18M Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.04M Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.13M Buy
2022
Q4
$595K Sell
2022
Q3
$744K Buy
2022
Q2
$789K Buy
2022
Q1
$1.03M Buy
2021
Q4
$1.08M Buy
2021
Q3
$863K Buy