Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$447K Buy
2024
Q2
$340K Buy
2024
Q1
$362K Sell
2023
Q4
$356K Buy
2023
Q3
$313K Sell
2023
Q2
$313K Sell
2023
Q1
$334K Buy
2022
Q4
$319K Sell
2022
Q3
$375K Buy
2022
Q2
$387K Buy
2022
Q1
$360K Buy
2021
Q4
$418K Buy
2021
Q3
$313K Buy
2021
Q2
$214K Buy
2021
Q1
Sell
2020
Q4
$145K Buy