Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.23M Sell
2024
Q2
$1.16M Buy
2024
Q1
$905K Buy
2023
Q4
$794K Sell
2023
Q3
$710K Sell
2023
Q2
$812K Buy
2023
Q1
$564K Sell
2022
Q4
$445K Sell
2022
Q3
$503K Sell
2022
Q2
$713K Sell
2022
Q1
$1.43M Sell
2021
Q4
$1.49M Buy
2021
Q3
$991K Buy
2021
Q2
$513K Buy
2021
Q1
$302K Sell
2020
Q4
$341K Buy
2020
Q3
$294K Buy
2020
Q2
$211K Buy