Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$322K Sell
2023
Q4
$442K Sell
2023
Q3
$360K Sell
2023
Q2
$592K Sell
2023
Q1
$790K Buy
2022
Q4
$826K Buy
2022
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$275K Sell
2021
Q4
$1.05M Buy
2021
Q3
$684K Buy
2021
Q2
$669K Buy
2021
Q1
$430K Buy
2020
Q4
Sell
2020
Q3
$255K Buy