Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$713K Buy
2023
Q4
$677K Sell
2023
Q3
$679K Buy
2023
Q2
$515K Sell
2023
Q1
$423K Buy
2022
Q4
$320K Buy
2022
Q3
$262K Sell
2022
Q2
$251K Hold
2022
Q1
$302K Sell
2021
Q4
$594K Buy
2021
Q3
$265K Hold
2021
Q2
$264K Hold
2021
Q1
$237K Buy
2016
Q4
Sell
2016
Q3
$244K Buy