Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$546K Sell
2024
Q3
$651K Sell
2024
Q2
$706K Hold
2024
Q1
$706K Buy
2023
Q4
$643K Sell
2023
Q3
$611K Buy
2023
Q2
$727K Buy
2023
Q1
$708K Sell
2022
Q4
$598K Buy
2022
Q3
$454K Buy
2022
Q2
$455K Buy
2022
Q1
$407K Buy
2021
Q4
$220K Sell
2021
Q3
$283K Sell
2021
Q2
$315K Buy
2021
Q1
$254K Buy
2020
Q4
Sell
2020
Q3
$207K Hold
2020
Q2
$216K Buy