Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$915K Buy
2023
Q3
$724K Buy
2023
Q2
$584K Buy
2023
Q1
$446K Buy
2022
Q4
$353K Sell
2022
Q3
$319K Sell
2022
Q2
$370K Buy
2022
Q1
$496K Buy
2021
Q4
$644K Sell
2021
Q3
$639K Buy
2021
Q2
$654K Buy
2021
Q1
$547K Buy
2020
Q4
$396K Buy