Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.53M Hold
2024
Q3
$1.34M Sell
2024
Q2
$1.46M Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.09M Buy
2023
Q3
$591K Sell
2023
Q2
$1.12M Buy
2023
Q1
$610K Buy
2022
Q4
$253K Buy
2022
Q3
$220K Sell
2022
Q2
$266K Hold
2022
Q1
$339K Sell
2021
Q4
$391K Buy
2021
Q3
$362K Buy
2021
Q2
$389K Buy
2021
Q1
$277K Buy
2020
Q2
Sell
2020
Q1
$382K Buy