Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$899K Hold
2023
Q4
$787K Hold
2023
Q3
$711K Buy
2023
Q2
$501K Sell
2023
Q1
$538K Sell
2022
Q4
$574K Buy
2022
Q3
$385K Sell
2022
Q2
$506K Buy
2022
Q1
$343K Buy
2021
Q4
$159K Buy