Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$842K Buy
2024
Q2
$705K Sell
2024
Q1
$949K Buy
2023
Q4
$765K Buy
2023
Q3
$503K Sell
2023
Q2
$557K Buy
2023
Q1
$240K Sell
2022
Q4
$241K Sell
2022
Q3
$2.58M Sell
2022
Q2
$2.83M Buy
2022
Q1
$3.78M Sell
2021
Q4
$7.67M Sell
2021
Q3
$8.57M Buy
2021
Q2
$5.49M Buy
2021
Q1
$3.6M Buy
2020
Q4
$3.35M Buy