Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.2M Hold
2023
Q4
$1.21M Buy
2023
Q3
$1.06M Buy
2023
Q2
$1.17M Buy
2023
Q1
$573K Buy
2022
Q4
$446K Buy
2022
Q3
$372K Buy
2022
Q2
$359K Buy
2022
Q1
$303K Buy
2021
Q4
$349K Sell
2021
Q3
$405K Buy