Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$789K Sell
2023
Q4
$787K Buy
2023
Q3
$690K Sell
2023
Q2
$820K Buy
2023
Q1
$704K Buy
2022
Q4
$625K Buy
2022
Q3
$618K Sell
2022
Q2
$939K Buy
2022
Q1
$1.72M Buy
2021
Q4
$2.16M Sell
2021
Q3
$3.86M Sell
2021
Q2
$8.17M Buy