Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$268K Sell
2024
Q2
$283K Buy
2024
Q1
$274K Buy
2023
Q4
$280K Sell
2023
Q3
$355K Sell
2023
Q2
$1.77M Buy
2023
Q1
$1.86M Buy
2022
Q4
$2.28M Sell
2022
Q3
$1.98M Buy
2022
Q2
$2.27M Buy
2022
Q1
$2.19M Buy
2021
Q4
$2.21M Sell
2021
Q3
$2.07M Buy
2021
Q2
Sell
2021
Q1
$1.86M Sell
2020
Q4
$1.65M Buy