Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$532K Sell
2024
Q1
$711K Hold
2023
Q4
$842K Sell
2023
Q3
$3.72M Buy
2023
Q2
$3.81M Sell
2023
Q1
$4.26M Buy
2022
Q4
$4.08M Hold
2022
Q3
$3.29M Buy
2022
Q2
$3.26M Buy
2022
Q1
$3.72M Buy
2021
Q4
$2.9M Buy