Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.05M Buy
2024
Q1
$1.09M Sell
2023
Q4
$1.19M Sell
2023
Q3
$1.22M Sell
2023
Q2
$1.61M Buy
2023
Q1
$1.39M Buy
2022
Q4
$1.02M Sell
2022
Q3
$1.07M Buy
2022
Q2
$1.26M Buy
2022
Q1
$1.22M Buy
2021
Q4
$279K Buy
2021
Q3
$276K Buy
2021
Q1
Sell
2020
Q4
$16K Buy