Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$733K Sell
2023
Q4
$813K Buy
2023
Q3
$836K Buy
2023
Q2
$760K Buy
2023
Q1
$545K Sell
2022
Q4
$569K Buy
2022
Q3
$530K Sell
2022
Q2
$571K Buy
2022
Q1
$480K Buy
2021
Q4
$281K Sell
2021
Q3
$302K Buy
2020
Q3
Sell
2020
Q2
$142K Buy