Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$667K Buy
2024
Q2
$658K Sell
2024
Q1
$677K Sell
2023
Q4
$708K Buy
2023
Q3
$405K Buy
2023
Q2
$476K Sell
2023
Q1
$649K Sell
2022
Q4
$664K Buy
2022
Q3
$617K Buy
2022
Q2
$547K Buy
2022
Q1
$379K Buy