Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$410K Sell
2024
Q2
$414K Sell
2024
Q1
$478K Sell
2023
Q4
$1.19M Buy
2023
Q3
$1.01M Buy
2023
Q2
$747K Buy
2023
Q1
$442K Sell
2022
Q4
$879K Sell
2022
Q3
$820K Sell
2022
Q2
$951K Buy
2022
Q1
$951K Buy
2021
Q4
$789K Buy
2021
Q3
$848K Sell
2021
Q2
$896K Buy
2021
Q1
$261K Buy
2020
Q4
$229K Buy