Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$330K Sell
2023
Q4
$537K Buy
2023
Q3
$514K Buy
2023
Q2
$268K Sell
2023
Q1
$391K Buy
2022
Q2
Sell
2022
Q1
$776K Buy
2021
Q4
Sell
2021
Q3
$506K Buy
2019
Q1
Sell
2018
Q4
$233K Buy