Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$857K Sell
2023
Q3
$826K Buy
2023
Q2
$722K Buy
2023
Q1
$681K Buy
2022
Q4
Sell
2022
Q3
$665K Sell
2022
Q2
$817K Buy
2022
Q1
Sell
2021
Q4
$295K Buy