Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$961K Buy
2023
Q4
$797K Sell
2023
Q3
$809K Buy
2023
Q2
$529K Buy
2023
Q1
$387K Buy
2022
Q4
$388K Buy
2022
Q3
$235K Sell
2022
Q2
$266K Buy
2022
Q1
$269K Hold
2021
Q4
$240K Buy
2021
Q3
$230K Buy
2021
Q2
$218K Buy
2020
Q3
Sell
2020
Q2
$93K Buy