Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$5.05M Sell
2024
Q2
$3.92M Sell
2024
Q1
$2.99M Buy
2023
Q4
$2.87M Buy
2023
Q3
$2.33M Sell
2023
Q2
$2.57M Buy
2023
Q1
$1.84M Buy
2022
Q4
$1.23M Buy
2022
Q3
$758K Buy
2022
Q2
$481K Buy
2022
Q1
Sell
2021
Q4
$214K Hold
2021
Q3
$211K Hold
2021
Q2
$239K Hold
2021
Q1
$232K Hold
2020
Q4
$211K Buy