Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$417K Sell
2024
Q3
$484K Sell
2024
Q2
$685K Buy
2024
Q1
$818K Sell
2023
Q4
$668K Sell
2023
Q3
$580K Buy
2023
Q2
$670K Buy
2023
Q1
$295K Buy
2022
Q4
$234K Sell
2022
Q3
$266K Buy
2022
Q2
$219K Buy
2022
Q1
$328K Sell
2021
Q4
$359K Buy
2021
Q3
$334K Buy
2021
Q2
$340K Sell
2021
Q1
$279K Buy
2020
Q4
$238K Buy