Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.36M Buy
2024
Q2
$780K Buy
2024
Q1
$674K Buy
2023
Q4
$258K Buy
2023
Q3
Sell
2023
Q2
$1.23M Sell
2023
Q1
$2.42M Buy
2022
Q4
$812K Buy
2022
Q2
Sell
2022
Q1
$252K Buy
2021
Q1
Sell
2020
Q4
$437K Sell
2020
Q3
$261K Buy