Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$617K Sell
2023
Q4
$507K Sell
2023
Q3
$760K Buy
2023
Q2
$735K Sell
2023
Q1
$865K Buy
2022
Q4
$399K Buy
2022
Q3
$415K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$529K Buy
2021
Q3
$353K Buy
2021
Q2
$347K Buy