Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$855K Buy
2023
Q4
$413K Sell
2023
Q3
$403K Sell
2023
Q2
$654K Sell
2023
Q1
$1.43M Buy
2022
Q4
$394K Buy
2022
Q3
$427K Buy
2022
Q2
$479K Sell
2022
Q1
$1.29M Buy
2021
Q4
$2.03M Buy
2021
Q3
$1.6M Buy
2021
Q2
$1.23M Buy
2021
Q1
$1.03M Buy
2020
Q4
$1.02M Buy
2020
Q3
$636K Buy
2020
Q2
$459K Buy