Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,964
2024
Q3
$225K Sell
13,964
-1,061,522
2024
Q2
$19.6M Sell
1,075,486
-186,875
2024
Q1
$33.2M Buy
1,262,361
+632,105
2023
Q4
$14.2M Buy
+630,256
2022
Q4
Sell
-65,995
2022
Q3
$942K Sell
65,995
-170
2022
Q2
$1.09M Buy
+66,165