Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$446K Buy
2023
Q4
$584K Buy
2023
Q3
$458K Buy
2023
Q2
$464K Buy
2023
Q1
$352K Buy
2022
Q4
$233K Buy
2022
Q3
$356K Buy
2022
Q2
$252K Buy
2022
Q1
$390K Buy
2021
Q4
$413K Buy
2021
Q3
$446K Buy
2021
Q2
$484K Buy
2021
Q1
Sell
2020
Q4
$229K Buy