Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$916K Buy
2023
Q4
$766K Sell
2023
Q3
$656K Hold
2023
Q2
$673K Buy
2023
Q1
$522K Sell
2022
Q4
$428K Buy
2022
Q3
$553K Buy
2022
Q2
$482K Buy
2022
Q1
$724K Hold
2021
Q4
$740K Buy