Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$598K Buy
2023
Q4
$803K Buy
2023
Q3
$223K Buy
2023
Q2
$187K Sell
2023
Q1
$194K Buy
2022
Q4
$133K Sell
2022
Q3
$196K Sell
2022
Q2
$351K Buy
2022
Q1
$882K Buy
2021
Q4
$1.06M Buy
2021
Q3
$1.06M Buy
2021
Q2
$814K Sell
2021
Q1
$749K Buy
2020
Q3
Sell
2020
Q2
$28K Buy