Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$680K Buy
2023
Q4
$670K Buy
2023
Q3
$707K Sell
2023
Q2
$704K Buy
2023
Q1
$706K Buy
2022
Q4
$622K Buy
2022
Q3
$522K Buy
2022
Q2
$549K Buy
2022
Q1
$685K Sell
2021
Q4
$818K Buy