Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$666K Sell
2024
Q3
$915K Sell
2024
Q2
$1.17M Sell
2024
Q1
$1.11M Buy
2023
Q4
$728K Buy
2023
Q3
$561K Buy
2023
Q2
$560K Buy
2023
Q1
$441K Buy
2022
Q4
$331K Buy
2022
Q2
Sell
2022
Q1
$330K Sell
2021
Q4
$503K Buy