Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$839K Sell
2024
Q3
$933K Buy
2024
Q2
$734K Buy
2024
Q1
$681K Buy
2023
Q4
$530K Sell
2023
Q3
$544K Buy
2023
Q2
$460K Buy
2023
Q1
$384K Buy
2022
Q4
$368K Buy
2022
Q3
$284K Sell
2022
Q2
$370K Sell
2022
Q1
$590K Buy
2021
Q4
$583K Buy