Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$660K Buy
2023
Q4
$544K Sell
2023
Q3
$381K Sell
2023
Q2
$578K Buy
2023
Q1
$644K Sell
2022
Q4
$411K Sell
2022
Q3
$568K Buy
2022
Q2
$512K Buy
2022
Q1
$698K Buy
2021
Q4
$588K Sell
2021
Q3
$1.48M Buy
2021
Q2
$750K Buy
2021
Q1
$456K Buy