Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$209K Buy
2024
Q2
$223K Buy
2024
Q1
Sell
2023
Q4
$1.05M Sell
2023
Q3
$956K Sell
2023
Q2
$936K Buy
2022
Q1
Sell
2021
Q4
$847K Buy
2021
Q3
$815K Buy
2021
Q2
$744K Sell
2021
Q1
$637K Buy
2020
Q4
$666K Buy
2020
Q3
$647K Buy
2020
Q2
$471K Buy