Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$399K Sell
2024
Q3
$529K Sell
2024
Q2
$510K Sell
2024
Q1
$518K Sell
2023
Q4
$660K Buy
2023
Q3
Sell
2023
Q2
$622K Buy
2023
Q1
$652K Sell
2022
Q4
$646K Buy
2022
Q2
Sell
2022
Q1
$800K Buy
2021
Q3
Sell
2021
Q2
$321K Buy
2021
Q1
$283K Buy
2020
Q4
$260K Sell
2020
Q3
$207K Buy