Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$850K Buy
2023
Q4
$791K Buy
2023
Q3
$808K Buy
2023
Q2
$717K Buy
2023
Q1
$696K Buy
2022
Q4
$745K Sell
2022
Q3
$584K Buy
2022
Q1
Sell
2021
Q4
$391K Buy