Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$698K Buy
2024
Q2
$670K Sell
2024
Q1
$668K Buy
2023
Q4
$676K Sell
2023
Q3
$781K Sell
2023
Q2
$909K Sell
2023
Q1
$1.01M Buy
2022
Q4
$507K Buy
2022
Q3
$427K Buy
2022
Q2
$304K Hold
2022
Q1
$300K Hold
2021
Q4
$342K Hold
2021
Q3
$249K Buy
2021
Q2
$226K Buy
2021
Q1
Sell
2020
Q4
$307K Buy