Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$579K Sell
2023
Q3
$589K Hold
2023
Q2
$616K Hold
2023
Q1
$489K Buy
2022
Q4
$290K Sell
2022
Q3
$1.45M Sell
2022
Q2
$1.39M Buy
2022
Q1
$1.07M Buy
2021
Q4
$740K Buy
2021
Q3
$500K Buy
2021
Q2
$404K Buy