Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$977K Sell
2023
Q4
$1.05M Buy
2023
Q3
$711K Buy
2023
Q2
$658K Buy
2023
Q1
$577K Sell
2022
Q4
$617K Buy
2022
Q3
$199K Buy
2022
Q2
$179K Buy
2022
Q1
$167K Buy
2021
Q4
$200K Sell
2021
Q3
$247K Sell
2021
Q2
$229K Buy
2021
Q1
$139K Sell
2020
Q4
$133K Buy
2020
Q3
Sell
2020
Q2
$52K Buy