Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$571K Sell
2024
Q3
$567K Buy
2024
Q2
$439K Sell
2024
Q1
$428K Buy
2023
Q4
$311K Sell
2023
Q3
$410K Buy
2023
Q2
$416K Buy
2023
Q1
$380K Buy
2022
Q4
$258K Sell
2022
Q3
$273K Buy
2022
Q2
$295K Sell
2022
Q1
$418K Sell
2021
Q4
$486K Buy
2021
Q3
$503K Sell
2021
Q2
$612K Buy
2021
Q1
$637K Buy
2020
Q4
$579K Sell
2020
Q3
$795K Buy
2020
Q2
$558K Buy