Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$574K Sell
2024
Q3
$973K Buy
2024
Q2
$662K Hold
2024
Q1
$662K Buy
2023
Q4
$751K Buy
2023
Q3
$599K Buy
2021
Q3
Sell
2021
Q2
$474K Sell
2021
Q1
$405K Sell
2020
Q4
$680K Buy