Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.25M Sell
2024
Q2
$1.2M Buy
2024
Q1
$1.03M Buy
2023
Q4
$921K Sell
2023
Q3
$892K Buy
2023
Q2
$778K Buy
2023
Q1
$705K Buy
2022
Q4
$644K Sell
2022
Q3
$668K Buy
2022
Q2
$671K Buy
2022
Q1
$756K Buy
2021
Q4
$742K Sell
2021
Q3
$588K Buy
2021
Q2
$511K Buy
2021
Q1
$451K Buy
2020
Q4
$473K Buy