Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.48M Buy
2024
Q2
$2.29M Sell
2024
Q1
$2.2M Sell
2023
Q4
$2.25M Buy
2023
Q3
$1.87M Sell
2023
Q2
$1.92M Sell
2023
Q1
$1.71M Buy
2022
Q4
$1.71M Sell
2022
Q3
$1.2M Buy
2022
Q2
$754K Buy
2022
Q1
$383K Buy
2021
Q4
$464K Sell
2021
Q3
$670K Buy
2021
Q2
$304K Buy
2021
Q1
Sell
2020
Q4
$37K Buy