Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$398K Sell
2023
Q4
$713K Sell
2023
Q3
$699K Sell
2023
Q2
$768K Buy
2023
Q1
$919K Buy
2022
Q4
$834K Buy
2022
Q3
$401K Sell
2022
Q2
$563K Sell
2022
Q1
$633K Buy
2021
Q4
$558K Buy