Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$549K Sell
2024
Q1
$685K Sell
2023
Q4
$812K Sell
2023
Q3
$727K Buy
2023
Q2
$802K Sell
2023
Q1
$895K Hold
2022
Q4
$854K Buy
2022
Q3
$580K Buy
2022
Q2
$708K Buy
2022
Q1
$928K Sell
2021
Q4
$1.2M Sell
2021
Q3
$1.06M Hold
2021
Q2
$1.13M Hold
2021
Q1
$969K Buy
2020
Q4
$1.03M Buy