Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$298K Buy
2024
Q3
$447K Buy
2024
Q2
$267K Sell
2024
Q1
$363K Buy
2023
Q4
$401K Sell
2023
Q3
$478K Sell
2023
Q2
$724K Buy
2023
Q1
$664K Buy
2022
Q4
$540K Sell
2022
Q3
$727K Buy
2022
Q2
$690K Buy
2022
Q1
$617K Buy
2021
Q4
$480K Buy