Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$992K Sell
2024
Q2
$945K Sell
2024
Q1
$1.08M Buy
2023
Q4
$891K Buy
2023
Q3
$480K Buy
2023
Q2
$458K Sell
2023
Q1
$554K Buy
2022
Q4
$370K Buy
2022
Q3
$242K Sell
2022
Q2
$525K Buy
2022
Q1
$460K Buy
2021
Q4
$416K Buy
2021
Q3
$329K Buy
2021
Q2
$309K Buy