Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$757K Buy
2023
Q4
$687K Sell
2023
Q3
$612K Sell
2023
Q2
$660K Sell
2023
Q1
$595K Sell
2022
Q4
$563K Sell
2022
Q3
$524K Sell
2022
Q2
$536K Buy
2022
Q1
$542K Buy
2021
Q4
$601K Buy