Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$2.07M Buy
2023
Q4
$1.02M Buy
2023
Q3
$685K Buy
2023
Q2
$515K Buy
2023
Q1
$303K Sell
2022
Q4
$269K Buy
2022
Q1
Sell
2021
Q4
$201K Buy
2021
Q1
Sell
2020
Q4
$276K Buy
2020
Q1
Sell
2019
Q4
$553K Buy
2019
Q3
$350K Buy