Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$956K Sell
2024
Q3
$1.41M Buy
2024
Q2
$1.28M Buy
2024
Q1
$1.32M Buy
2023
Q4
$1.12M Sell
2023
Q3
$1.36M Buy
2023
Q2
$1.18M Buy
2023
Q1
$991K Buy
2022
Q4
$806K Buy
2022
Q3
$396K Buy
2022
Q2
$270K Buy