Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$708K Sell
2024
Q1
$1.19M Buy
2023
Q4
$850K Sell
2023
Q3
$780K Buy
2022
Q3
Sell
2022
Q2
$560K Buy
2022
Q1
$651K Sell
2021
Q4
$861K Buy
2021
Q3
$923K Buy
2021
Q2
$335K Sell
2021
Q1
$416K Buy