Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$321K Sell
2023
Q4
$478K Buy
2023
Q3
$553K Sell
2023
Q2
$1.27M Buy
2023
Q1
$894K Buy
2022
Q4
$800K Buy
2022
Q3
$912K Buy
2022
Q2
$1.15M Buy
2022
Q1
$1.42M Buy
2021
Q4
$1.29M Sell
2021
Q3
$1.65M Buy
2021
Q2
$1.16M Buy