Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$726K Buy
2023
Q4
$443K Sell
2023
Q3
$373K Buy
2023
Q2
$436K Sell
2023
Q1
$517K Sell
2022
Q4
$634K Buy
2022
Q3
$220K Buy
2022
Q2
Sell
2022
Q1
$235K Sell
2021
Q4
$423K Buy
2021
Q3
$356K Buy
2021
Q2
$379K Buy
2021
Q1
$378K Sell
2020
Q4
$518K Sell
2020
Q3
$658K Buy
2020
Q2
$48K Buy