Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$710K Sell
2024
Q3
$1.17M Sell
2024
Q2
$933K Buy
2024
Q1
$1.03M Sell
2023
Q4
$883K Sell
2023
Q3
$804K Buy
2023
Q2
$742K Buy
2023
Q1
$726K Sell
2022
Q4
$784K Buy