Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$882K Buy
2023
Q3
$888K Buy
2023
Q2
$801K Buy
2023
Q1
$866K Buy
2022
Q4
$909K Sell
2022
Q3
$868K Buy