Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$614K Buy
2023
Q4
$585K Sell
2023
Q3
$627K Sell
2023
Q2
$609K Buy
2023
Q1
$587K Hold
2022
Q4
$535K Hold
2022
Q3
$449K Buy
2022
Q2
$461K Buy
2022
Q1
$595K Buy
2021
Q4
$672K Buy