Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$209K Sell
2023
Q4
$1.39M Buy
2023
Q3
$697K Buy
2023
Q2
$232K Buy
2023
Q1
$198K Buy
2022
Q4
$58K Sell
2022
Q3
$164K Sell
2022
Q2
$301K Sell
2022
Q1
$660K Sell
2021
Q4
$1.87M Buy
2021
Q3
$1.05M Buy
2021
Q2
$800K Buy