Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.11M Sell
2024
Q2
$2.05M Buy
2024
Q1
$1.88M Sell
2023
Q4
$2.48M Buy
2023
Q3
$1.98M Buy
2023
Q2
$1.99M Buy
2023
Q1
$2.11M Buy
2022
Q4
$2.01M Buy
2022
Q3
$1.54M Buy
2022
Q2
$1.64M Buy
2022
Q1
$1.59M Buy
2021
Q4
$423K Sell
2021
Q3
$512K Buy
2021
Q2
$593K Buy
2021
Q1
$530K Hold
2020
Q4
$499K Buy