Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$730K Buy
2023
Q4
$804K Buy
2023
Q3
$713K Sell
2023
Q2
$814K Buy
2023
Q1
$687K Sell
2022
Q4
$546K Sell
2022
Q3
$591K Sell
2022
Q2
$593K Hold
2022
Q1
$757K Sell
2021
Q4
$934K Buy