Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$927K Buy
2024
Q2
$646K Buy
2024
Q1
$614K Buy
2023
Q4
$545K Buy
2023
Q3
$457K Sell
2023
Q2
$533K Sell
2023
Q1
$550K Buy
2022
Q4
$505K Buy
2022
Q3
$419K Buy
2022
Q2
$401K Buy
2022
Q1
$295K Buy
2021
Q4
$257K Sell
2021
Q3
$248K Buy
2021
Q1
Sell
2020
Q4
$32K Buy